San Francisco, CACIK 19239344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
4 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Coreweave Inc | 706.7K | $50.61M | 49.2% | +706.7K | New |
| 2 | Hippo Hldgs Inc | 1.20M | $36.10M | 35.1% | 0 | Held |
| 3 | Dlocal Ltd | 927.5K | $13.11M | 12.8% | 0 | Held |
| 4 | Nextdoor Holdings Inc |
| 1.40M |
| $2.94M |
| 2.9% |
| 0 |
| Held |