Minneapolis, MNCIK 19641714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nu Hldgs Ltd | 997.9K | $16.70M | 4.9% | +106.0K | Added |
| 2 | Applovin Corp | 24.7K | $16.65M | 4.8% | +5.3K | Added |
| 3 | Reddit Inc | 70.2K | $16.13M | 4.7% | +70.2K | New |
| 4 | Mercadolibre Inc |
| 7.8K |
| $15.64M |
| 4.6% |
| +2.2K |
| Added |
| 5 | Global E Online Ltd | 392.1K | $15.41M | 4.5% | +37.6K | Added |
| 6 | Uber Technologies Inc | 181.6K | $14.84M | 4.3% | +40.3K | Added |
| 7 | Atlassian Corporation | 91.2K | $14.78M | 4.3% | +91.2K | New |
| 8 | Intuitive Surgical Inc | 25.2K | $14.28M | 4.2% | +25.2K | New |
| 9 | Shift4 Pmts Inc | 206.2K | $12.99M | 3.8% | +41.7K | Added |
| 10 | Rubrik Inc. | 163.7K | $12.52M | 3.6% | +11.6K | Added |
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