Larkspur, CACIK 18455654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Applovin Corp | 195.3K | $131.56M | 25.6% | −149.0K | Reduced |
| 2 | Acuity Inc | 192.9K | $69.44M | 13.5% | 0 | Held |
| 3 | Somnigroup International Inc | 525.8K | $46.94M | 9.1% | +253.8K | Added |
| 4 | Appfolio Inc |
| 187.6K |
| $43.65M |
| 8.5% |
| +54.8K |
| Added |
| 5 | Procore Technologies Inc | 522.8K | $38.03M | 7.4% | 0 | Held |
| 6 | Liberty Broadband Corp | 771.6K | $37.50M | 7.3% | +223.7K | Added |
| 7 | Guidewire Software Inc | 186.0K | $37.38M | 7.3% | +60.0K | Added |
| 8 | Par Technology Corp | 1.02M | $36.98M | 7.2% | +380.9K | Added |
| 9 | Vestis Corporation | 5.09M | $33.98M | 6.6% | +1.95M | Added |
| 10 | Xpo Inc | 193.7K | $26.33M | 5.1% | +3.3K | Added |
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