Paris, I0CIK 18280646 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 78.7K | $38.07M | 14.0% | +2.1K | Added |
| 2 | Adobe Inc | 99.1K | $34.70M | 12.8% | −25.0K | Reduced |
| 3 | Verisign Inc | 110.4K | $26.81M | 9.9% | +101.5K | Added |
| 4 | Visa Inc |
| 75.0K |
| $26.31M |
| 9.7% |
| +27.2K |
| Added |
| 5 | Edwards Lifesciences Corp | 226.7K | $19.33M | 7.1% | −56.1K | Reduced |
| 6 | Paycom Software Inc | 116.5K | $18.56M | 6.8% | +34.7K | Added |
| 7 | Nvr Inc | 2.4K | $17.48M | 6.4% | +419 | Added |
| 8 | Paypal Hldgs Inc | 236.2K | $13.79M | 5.1% | −183.4K | Reduced |
| 9 | Colgate Palmolive Co | 141.9K | $11.21M | 4.1% | +120.9K | Added |
| 10 | Brown Forman Corp | 409.7K | $10.68M | 3.9% | +157.4K | Added |
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