Miami, FLCIK 19153955 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Establishment Labs Hldgs Inc | 1.08M | $78.52M | 24.4% | 0 | Held |
| 2 | Crh PLC | 361.5K | $45.11M | 14.0% | +993 | Added |
| 3 | Sharkninja Inc | 358.1K | $40.07M | 12.5% | +125.5K | Added |
| 4 | Carpenter Technology Corp |
| 126.6K |
| $39.86M |
| 12.4% |
| +346 |
| Added |
| 5 | Crocs Inc | 363.5K | $31.09M | 9.7% | +73.5K | Added |
| 6 | Ars Pharmaceuticals Inc | 1.99M | $23.24M | 7.2% | +1.99M | New |
| 7 | Construction Partners Inc | 164.9K | $17.90M | 5.6% | +452 | Added |
| 8 | Uniqure NV | 663.9K | $15.89M | 4.9% | +663.9K | New |
| 9 | Celsius Hldgs Inc | 297.2K | $13.59M | 4.2% | +297.2K | New |
| 10 | Lululemon Athletica Inc | 58.6K | $12.19M | 3.8% | +58.6K | New |
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