Naperville, ILCIK 19573704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 145.7K | $27.18M | 9.4% | −2.1K | Reduced |
| 2 | Palantir Technologies Inc | 94.6K | $16.82M | 5.8% | +208 | Added |
| 3 | Meta Platforms Inc | 21.9K | $14.45M | 5.0% | −1.8K | Reduced |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 45.7K |
| $13.88M |
| 4.8% |
| +847 |
| Added |
| 5 | Applovin Corp | 16.4K | $11.03M | 3.8% | −948 | Reduced |
| 6 | Netflix Inc | 113.7K | $10.66M | 3.7% | +102.2K | Added |
| 7 | Arista Networks Inc | 77.8K | $10.20M | 3.5% | −3.7K | Reduced |
| 8 | Robinhood Mkts Inc | 82.0K | $9.28M | 3.2% | −6.7K | Reduced |
| 9 | Broadcom Inc | 26.3K | $9.09M | 3.1% | −1.0K | Reduced |
| 10 | Axon Enterprise Inc | 15.9K | $9.03M | 3.1% | +129 | Added |
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