London, X0CIK 19506774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hologic Inc | 498.1K | $37.11M | 15.6% | +498.1K | New |
| 2 | Exact Sciences Corp | 347.4K | $35.28M | 14.8% | +347.4K | New |
| 3 | Norfolk Southn Corp | 116.0K | $33.49M | 14.1% | +116.0K | New |
| 4 | Cyberark Software Ltd |
| 41.1K |
| $18.34M |
| 7.7% |
| −33.9K |
| Reduced |
| 5 | Avidity Biosciences Inc | 242.4K | $17.49M | 7.4% | +242.4K | New |
| 6 | Yorkville Acquisition Corp. | 1.22M | $12.31M | 5.2% | +180.1K | Added |
| 7 | Bleichroeder Acquisition Cor | 816.4K | $8.75M | 3.7% | +816.4K | New |
| 8 | Masterbrand Inc | 762.9K | $8.42M | 3.5% | +762.9K | New |
| 9 | New Amer Acquisition I Corp | 733.5K | $7.64M | 3.2% | +733.5K | New |
| 10 | Oaktree Acquisition Corp III | 675.6K | $7.15M | 3.0% | +31.3K | Added |
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