Larchmont, NYCIK 18648354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sphere Entertainment Co | 218.1K | $20.74M | 9.1% | +68.4K | Added |
| 2 | Blend Labs Inc | 6.39M | $19.41M | 8.6% | −336.4K | Reduced |
| 3 | Applovin Corp | 27.9K | $18.82M | 8.3% | −30.5K | Reduced |
| 4 | Dave Inc |
| 74.0K |
| $16.39M |
| 7.2% |
| −10.0K |
| Reduced |
| 5 | Compass Inc | 1.19M | $12.54M | 5.5% | −570.0K | Reduced |
| 6 | Twilio Inc | 87.6K | $12.46M | 5.5% | +28.6K | Added |
| 7 | Robinhood Mkts Inc | 106.8K | $12.08M | 5.3% | 0 | Held |
| 8 | Ttm Technologies Inc | 171.2K | $11.81M | 5.2% | +171.2K | New |
| 9 | Doordash Inc | 51.0K | $11.55M | 5.1% | +51.0K | New |
| 10 | Talkspace Inc | 2.70M | $9.82M | 4.3% | +1.18M | Added |
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