Burlingame, CACIK 19634044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 230.0K | $53.09M | 12.8% | 0 | Held |
| 2 | Meta Platforms Inc | 61.0K | $40.27M | 9.7% | −13.5K | Reduced |
| 3 | Mercadolibre Inc | 19.5K | $39.28M | 9.4% | +4.5K | Added |
| 4 | Shopify Inc |
| 230.0K |
| $37.02M |
| 8.9% |
| −75.0K |
| Reduced |
| 5 | Carvana Co | 86.0K | $36.29M | 8.7% | +17.0K | Added |
| 6 | Asml Holding N V | 31.0K | $33.17M | 8.0% | −7.0K | Reduced |
| 7 | Coupang Inc | 1.40M | $32.91M | 7.9% | +130.0K | Added |
| 8 | Procore Technologies Inc | 420.0K | $30.55M | 7.3% | 0 | Held |
| 9 | Mastercard Incorporated | 46.5K | $26.55M | 6.4% | +2.5K | Added |
| 10 | Spotify Technology S A | 40.0K | $23.23M | 5.6% | 0 | Held |
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