Baltimore, MDCIK 18359434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
31 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp | 280.0K | $66.47M | 19.6% | 0 | Held |
| 2 | Castle Biosciences Inc | 624.7K | $24.30M | 7.2% | −82.6K | Reduced |
| 3 | Personalis Inc | 2.90M | $23.08M | 6.8% | −992.1K | Reduced |
| 4 | Nlight Inc |
| 600.1K |
| $22.51M |
| 6.7% |
| 0 |
| Held |
| 5 | Day One Biopharmaceuticals I | 1.99M | $18.57M | 5.5% | +471.5K | Added |
| 6 | Vanda Pharmaceuticals Inc | 2.00M | $17.63M | 5.2% | +2.00M | New |
| 7 | Bk Technologies Corporation | 211.5K | $15.77M | 4.7% | +112.4K | Added |
| 8 | Domo Inc | 1.84M | $15.49M | 4.6% | +496.2K | Added |
| 9 | Esperion Therapeutics Inc Ne | 4.00M | $14.80M | 4.4% | +1.00M | Added |
| 10 | Kyverna Therapeutics Inc | 1.50M | $14.10M | 4.2% | +1.50M | New |
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