San Francisco, CACIK 18606722 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bloom Energy Corp | 1.17M | $101.91M | 54.2% | −29.9K | Reduced |
| 2 | Indie Semiconductor Inc | 7.90M | $27.90M | 14.8% | +291.1K | Added |
| 3 | Credo Technology Group Holdi | 192.2K | $27.66M | 14.7% | +57.0K | Added |
| 4 | Marvell Technology Inc |
| 199.4K |
| $16.95M |
| 9.0% |
| +38.7K |
| Added |
| 5 | Lam Research Corp | 51.3K | $8.78M | 4.7% | +2.8K | Added |
| 6 | Nvidia Corporation | 25.5K | $4.76M | 2.5% | +1.4K | Added |