Greenwich, CTCIK 18694704 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 | Appfolio Inc | 381.8K | $88.81M | 19.8% | +93.3K | Added |
| 2 | Doordash Inc | 373.0K | $84.48M | 18.8% | +161.0K | Added |
| 3 | Nu Hldgs Ltd | 3.79M | $63.48M | 14.1% | +362.0K | Added |
| 4 | Ubiquiti Inc |
| 84.2K |
| $46.56M |
| 10.4% |
| −250 |
| Reduced |
| 5 | Coupang Inc | 1.68M | $39.51M | 8.8% | −1.26M | Reduced |
| 6 | Alphabet Inc | 100.0K | $31.30M | 7.0% | +100.0K | New |
| 7 | Advanced Micro Devices Inc | 134.4K | $28.78M | 6.4% | −65.6K | Reduced |
| 8 | Sea Ltd | 222.5K | $28.38M | 6.3% | −82.5K | Reduced |
| 9 | Nebius Group N.V. | 294.5K | $24.65M | 5.5% | −178.8K | Reduced |
| 10 | Spotify Technology S A | 23.3K | $13.53M | 3.0% | +5.5K | Added |