Jericho, NYCIK 18465035 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Global E Online Ltd | 669.0K | $26.30M | 19.2% | 0 | Held |
| 2 | Shopify Inc | 146.6K | $23.60M | 17.2% | −13.4K | Reduced |
| 3 | Amazon Com Inc | 89.9K | $20.74M | 15.1% | −10.4K | Reduced |
| 4 | Duolingo Inc |
| 74.8K |
| $13.13M |
| 9.6% |
| +30.5K |
| Added |
| 5 | Crowdstrike Hldgs Inc | 26.7K | $12.53M | 9.1% | −10.0K | Reduced |
| 6 | Snowflake Inc | 54.9K | $12.04M | 8.8% | −9.2K | Reduced |
| 7 | Mongodb Inc | 25.6K | $10.74M | 7.8% | −4.6K | Reduced |
| 8 | The Trade Desk Inc | 243.3K | $9.24M | 6.7% | 0 | Held |
| 9 | Quantumscape Corp | 848.0K | $8.84M | 6.4% | 0 | Held |