Stamford, CTCIK 19051124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ncino Inc | 3.67M | $94.00M | 32.1% | +300.2K | Added |
| 2 | Alkami Technology Inc | 3.14M | $72.47M | 24.8% | +572.3K | Added |
| 3 | Corpay Inc | 135.1K | $40.67M | 13.9% | −820 | Reduced |
| 4 | I3 Verticals Inc |
| 1.09M |
| $27.54M |
| 9.4% |
| +53.6K |
| Added |
| 5 | Docebo Inc | 975.1K | $21.65M | 7.4% | −40.1K | Reduced |
| 6 | Procore Technologies Inc | 250.8K | $18.25M | 6.2% | −28.3K | Reduced |
| 7 | Mesa Labs Inc | 227.2K | $17.84M | 6.1% | +227.2K | New |