Paris, I0CIK 19025674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
24 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Te Connectivity PLC | 284.8K | $64.82M | 13.5% | −24.9K | Reduced |
| 2 | Arista Networks Inc | 442.1K | $57.95M | 12.1% | −1.9K | Reduced |
| 3 | Wabtec | 263.7K | $56.31M | 11.7% | +1.4K | Added |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 182.7K |
| $55.56M |
| 11.6% |
| +182.7K |
| New |
| 5 | Eli Lilly & Co | 25.7K | $27.65M | 5.8% | +25.7K | New |
| 6 | Xylem Inc | 199.9K | $27.24M | 5.7% | +199.9K | New |
| 7 | Amphenol Corp New | 183.8K | $24.84M | 5.2% | −418.2K | Reduced |
| 8 | Microsoft Corp | 51.2K | $24.79M | 5.2% | +51.2K | New |
| 9 | Uber Technologies Inc | 272.4K | $22.27M | 4.6% | +23.3K | Added |
| 10 | Netflix Inc | 235.6K | $22.10M | 4.6% | +215.3K | Added |
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