Miami, FLCIK 18427664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Zoom Communications Inc | 279.5K | $24.12M | 15.5% | −11.9K | Reduced |
| 2 | Block Inc | 334.4K | $21.77M | 14.0% | −20.6K | Reduced |
| 3 | Fiverr Intl Ltd | 962.1K | $19.01M | 12.2% | −101.9K | Reduced |
| 4 | Vanguard Index Fds |
| 28.8K |
| $18.07M |
| 11.6% |
| 0 |
| Held |
| 5 | Zillow Group Inc | 192.9K | $13.16M | 8.5% | −10.2K | Reduced |
| 6 | Omnicell Com | 233.7K | $10.59M | 6.8% | −8.9K | Reduced |
| 7 | Clear Secure Inc | 237.8K | $8.34M | 5.4% | −8.1K | Reduced |
| 8 | Paycom Software Inc | 39.1K | $6.24M | 4.0% | −98 | Reduced |
| 9 | Meta Platforms Inc | 8.7K | $5.76M | 3.7% | −398 | Reduced |
| 10 | Capri Holdings Limited | 221.7K | $5.41M | 3.5% | −13.0K | Reduced |
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