New York, NYCIK 19102744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Semrush Hldgs Inc | 8.98M | $106.82M | 67.7% | 0 | Held |
| 2 | Mntn Inc | 2.06M | $24.62M | 15.6% | 0 | Held |
| 3 | Uber Technologies Inc | 52.0K | $4.25M | 2.7% | +34.0K | Added |
| 4 | Reddit Inc |
| 18.0K |
| $4.14M |
| 2.6% |
| +13.0K |
| Added |
| 5 | Servicetitan Inc | 30.0K | $3.19M | 2.0% | +20.0K | Added |
| 6 | Sportradar Group AG | 130.0K | $3.09M | 2.0% | +110.0K | Added |
| 7 | Airbnb Inc | 20.0K | $2.71M | 1.7% | +15.0K | Added |
| 8 | Procore Technologies Inc | 35.0K | $2.55M | 1.6% | +14.0K | Added |
| 9 | Spotify Technology S A | 3.3K | $1.89M | 1.2% | +1.4K | Added |
| 10 | Acv Auctions Inc | 200.0K | $1.60M | 1.0% | +130.0K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio