Matsuyama, M0CIK 18904354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
37 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 119.7K | $37.48M | 12.0% | 0 | Held |
| 2 | Microsoft Corp | 77.2K | $37.35M | 11.9% | 0 | Held |
| 3 | Apple Inc | 78.7K | $21.39M | 6.8% | 0 | Held |
| 4 | Prologis Inc. |
| 98.4K |
| $12.56M |
| 4.0% |
| 0 |
| Held |
| 5 | Nvidia Corporation | 66.3K | $12.36M | 3.9% | 0 | Held |
| 6 | Adobe Inc | 34.5K | $12.07M | 3.9% | 0 | Held |
| 7 | Disney Walt Co | 105.8K | $12.03M | 3.8% | 0 | Held |
| 8 | Visa Inc | 34.2K | $11.99M | 3.8% | 0 | Held |
| 9 | Amazon Com Inc | 48.4K | $11.16M | 3.6% | 0 | Held |
| 10 | Alphabet Inc | 35.3K | $11.09M | 3.5% | +35.3K | New |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio