San Mateo, CACIK 18311934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
77 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Atlassian Corporation | 240.0K | $38.92M | 17.0% | −127 | Reduced |
| 2 | Ishares Tr | 42.8K | $29.33M | 12.8% | −852 | Reduced |
| 3 | Ishares Tr | 160.1K | $23.80M | 10.4% | −2.0K | Reduced |
| 4 | Ssga Active Tr |
| 570.3K |
| $15.68M |
| 6.8% |
| +32.0K |
| Added |
| 5 | Affirm Hldgs Inc | 126.2K | $9.39M | 4.1% | −2.5K | Reduced |
| 6 | Ishares Tr | 99.2K | $8.39M | 3.7% | −186 | Reduced |
| 7 | Doordash Inc | 34.1K | $7.73M | 3.4% | +224 | Added |
| 8 | Meta Platforms Inc | 9.6K | $6.37M | 2.8% | +270 | Added |
| 9 | Vanguard Star Fds | 81.2K | $6.13M | 2.7% | −1.2K | Reduced |
| 10 | Vanguard Index Fds | 10.9K | $5.30M | 2.3% | −233 | Reduced |
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