Larkspur, CACIK 19504904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
37 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc | 51.4K | $18.94M | 10.8% | −25 | Reduced |
| 2 | Nvidia Corporation | 98.1K | $18.29M | 10.5% | +66.2K | Added |
| 3 | Seagate Technology Hldngs Pl | 53.9K | $14.84M | 8.5% | +2.9K | Added |
| 4 | Wayfair Inc |
| 93.7K |
| $9.41M |
| 5.4% |
| +2.7K |
| Added |
| 5 | Five Below Inc | 49.8K | $9.38M | 5.4% | −11.0K | Reduced |
| 6 | Amazon Com Inc | 36.3K | $8.37M | 4.8% | +11.4K | Added |
| 7 | Halozyme Therapeutics Inc | 122.4K | $8.24M | 4.7% | +33.0K | Added |
| 8 | Modine Mfg Co | 51.2K | $6.84M | 3.9% | −13.9K | Reduced |
| 9 | Boot Barn Hldgs Inc | 34.1K | $6.02M | 3.4% | +4.2K | Added |
| 10 | Twilio Inc | 40.7K | $5.79M | 3.3% | +13.5K | Added |
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