Needham, MACIK 19045744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
3 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Floor & Decor Hldgs Inc | 1.18M | $72.07M | 53.7% | 0 | Held |
| 2 | Costco Whsl Corp New | 70.4K | $60.71M | 45.3% | −13.2K | Reduced |
| 3 | Cardlytics Inc | 1.16M | $1.33M | 1.0% | 0 | Held |