North Palm Beach, FLCIK 19237691 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 | Alphabet Inc | 101.9K | $31.89M | 15.6% | +101.9K | New Position |
| 2 | Elevance Health Inc | 77.5K | $27.18M | 13.3% | +77.5K | New Position |
| 3 | Tpg Inc | 424.9K | $27.12M | 13.3% | +424.9K | New Position |
| 4 | Atlassian Corporation |
| 143.0K |
| $23.19M |
| 11.4% |
| +143.0K |
| New Position |
| 5 | Taiwan Semiconductor Mfg Ltd | 75.1K | $22.82M | 11.2% | +75.1K | New Position |
| 6 | Microsoft Corp | 46.6K | $22.52M | 11.0% | +46.6K | New Position |
| 7 | Workday Inc | 82.5K | $17.71M | 8.7% | +82.5K | New Position |
| 8 | Visa Inc | 26.8K | $9.39M | 4.6% | +26.8K | New Position |
| 9 | Sea Ltd | 64.0K | $8.16M | 4.0% | +64.0K | New Position |
| 10 | Firstservice Corp New | 51.3K | $7.99M | 3.9% | +51.3K | New Position |
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