Aarhus C, G7CIK 18911854 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Charter Communications Inc N | 618.4K | $129.09M | 41.7% | +397.9K | Added |
| 2 | Ingram Micro Hldg Corp | 2.42M | $51.63M | 16.7% | +221.0K | Added |
| 3 | Avnet Inc | 921.8K | $44.32M | 14.3% | +111.7K | Added |
| 4 | Arrow Electrs Inc |
| 383.3K |
| $42.23M |
| 13.6% |
| +40.3K |
| Added |
| 5 | Blue Owl Capital Inc | 2.06M | $30.72M | 9.9% | +2.06M | New |
| 6 | Paypal Hldgs Inc | 154.4K | $9.01M | 2.9% | +89.8K | Added |
| 7 | Inmode Ltd | 121.1K | $1.78M | 0.6% | −55.8K | Reduced |
| 8 | Leslies Inc | 454.6K | $750.1K | 0.2% | 0 | Held |
| 9 | Carvana Co | 120 | $50.6K | 0.0% | +120 | New |