Kusnacht, V8CIK 18435874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Intercontinental Exchange In | 259.7K | $42.06M | 11.8% | −4.7K | Reduced |
| 2 | Edwards Lifesciences Corp | 429.1K | $36.58M | 10.2% | −57.1K | Reduced |
| 3 | Fortinet Inc | 427.7K | $33.97M | 9.5% | −77.1K | Reduced |
| 4 | Ptc Inc |
| 181.5K |
| $31.62M |
| 8.9% |
| −28.2K |
| Reduced |
| 5 | Resmed Inc | 74.2K | $17.88M | 5.0% | −9.4K | Reduced |
| 6 | New York Times Co | 126.6K | $8.79M | 2.5% | +8.8K | Added |
| 7 | Planet Fitness Inc | 70.1K | $7.60M | 2.1% | −26.2K | Reduced |
| 8 | Ferguson Enterprises Inc | 33.9K | $7.56M | 2.1% | −5.4K | Reduced |
| 9 | Autodesk Inc | 24.9K | $7.37M | 2.1% | −18.7K | Reduced |
| 10 | Costar Group Inc | 108.3K | $7.28M | 2.0% | −15.7K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio