Princeton, NJCIK 19635655 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc | 1.17M | $432.06M | 8.9% | +1.17M | New |
| 2 | Coreweave Inc | 6.03M | $431.68M | 8.8% | +2.95M | Added |
| 3 | Vertiv Holdings Co | 2.17M | $352.11M | 7.2% | −47.7K | Reduced |
| 4 | Celestica Inc |
| 1.15M |
| $339.90M |
| 7.0% |
| −209.9K |
| Reduced |
| 5 | Bloom Energy Corp | 3.48M | $302.08M | 6.2% | +252.6K | Added |
| 6 | Nebius Group N.V. | 3.31M | $276.71M | 5.7% | +1.30M | Added |
| 7 | Coherent Corp | 1.34M | $246.44M | 5.0% | +654.6K | Added |
| 8 | Ge Vernova Inc | 271.2K | $177.26M | 3.6% | +216.5K | Added |
| 9 | Eqt Corp | 2.92M | $156.28M | 3.2% | +569.0K | Added |
| 10 | Applied Digital Corp | 5.64M | $138.38M | 2.8% | +5.64M | New |
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