London, X0CIK 18898304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hayward Hldgs Inc | 8.32M | $128.59M | 29.1% | −1.56M | Reduced |
| 2 | Klarna Group PLC | 2.71M | $78.49M | 17.8% | 0 | Held |
| 3 | Revolution Medicines Inc | 508.6K | $40.51M | 9.2% | 0 | Held |
| 4 | Recursion Pharmaceuticals In |
| 9.64M |
| $39.44M |
| 8.9% |
| 0 |
| Held |
| 5 | Coupang Inc | 1.41M | $33.33M | 7.6% | 0 | Held |
| 6 | Restaurant Brands Intl Inc | 386.2K | $26.35M | 6.0% | 0 | Held |
| 7 | Grab Holdings Limited | 5.00M | $24.95M | 5.7% | 0 | Held |
| 8 | Alibaba Group Hldg Ltd | 150.0K | $21.99M | 5.0% | 0 | Held |
| 9 | Meta Platforms Inc | 33.3K | $21.98M | 5.0% | 0 | Held |
| 10 | Monday Com Ltd | 66.0K | $9.74M | 2.2% | 0 | Held |
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