Burlingame, CACIK 18919044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
16 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nu Hldgs Ltd | 1.73M | $28.89M | 19.7% | 0 | Held |
| 2 | Alphabet Inc | 65.7K | $20.56M | 14.0% | 0 | Held |
| 3 | Nvidia Corporation | 93.2K | $17.38M | 11.8% | +27.2K | Added |
| 4 | Amazon Com Inc |
| 72.4K |
| $16.71M |
| 11.4% |
| +39.2K |
| Added |
| 5 | Taiwan Semiconductor Mfg Ltd | 32.5K | $9.88M | 6.7% | 0 | Held |
| 6 | Coupang Inc | 360.0K | $8.49M | 5.8% | +360.0K | New |
| 7 | Mercadolibre Inc | 4.2K | $8.46M | 5.8% | +4.2K | New |
| 8 | Servicenow Inc | 53.4K | $8.18M | 5.6% | +49.1K | Added |
| 9 | Doordash Inc | 34.5K | $7.81M | 5.3% | +34.5K | New |
| 10 | Sea Ltd | 41.0K | $5.23M | 3.6% | +41.0K | New |
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