Redwood City, CACIK 18466774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 1.02M | $234.74M | 26.3% | −3.0K | Reduced |
| 2 | Mercadolibre Inc | 64.5K | $129.83M | 14.5% | +5.0K | Added |
| 3 | Appfolio Inc | 529.7K | $123.23M | 13.8% | +54.7K | Added |
| 4 | Coupang Inc |
| 4.44M |
| $104.76M |
| 11.7% |
| +1.09M |
| Added |
| 5 | Veeva Sys Inc | 330.3K | $73.74M | 8.3% | +19.0K | Added |
| 6 | Alphabet Inc | 193.7K | $60.78M | 6.8% | 0 | Held |
| 7 | Alphabet Inc | 172.5K | $53.99M | 6.0% | +62.0K | Added |
| 8 | Microsoft Corp | 95.7K | $46.28M | 5.2% | −31.0K | Reduced |
| 9 | Doordash Inc | 201.0K | $45.52M | 5.1% | 0 | Held |
| 10 | Trubridge Inc | 915.0K | $20.19M | 2.3% | +168.0K | Added |
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