Cambridge, MACIK 18497764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Iac Inc | 448.3K | $17.53M | 17.4% | 0 | Held |
| 2 | Dycom Inds Inc | 35.0K | $11.82M | 11.7% | −19.0K | Reduced |
| 3 | Ufp Technologies Inc | 52.8K | $11.72M | 11.6% | +4.0K | Added |
| 4 | Figs Inc |
| 875.8K |
| $9.95M |
| 9.9% |
| −399.0K |
| Reduced |
| 5 | U Haul Holding Company | 212.0K | $9.91M | 9.8% | +17.2K | Added |
| 6 | N-Able Inc | 1.25M | $9.37M | 9.3% | +193.7K | Added |
| 7 | Align Technology Inc | 58.4K | $9.12M | 9.1% | +2.5K | Added |
| 8 | Gaming & Leisure Pptys Inc | 170.2K | $7.61M | 7.6% | −45.5K | Reduced |
| 9 | Heico Corp New | 28.1K | $7.10M | 7.1% | +28.1K | New |
| 10 | Nomad Foods Ltd | 524.3K | $6.56M | 6.5% | −213.7K | Reduced |