Pleasant Hill, CACIK 19662974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 212.2K | $39.57M | 29.6% | −8 | Reduced |
| 2 | Broadcom Inc | 39.0K | $13.51M | 10.1% | +2.0K | Added |
| 3 | Palantir Technologies Inc | 70.8K | $12.58M | 9.4% | +278 | Added |
| 4 | Amazon Com Inc |
| 47.7K |
| $11.02M |
| 8.2% |
| −2.0K |
| Reduced |
| 5 | Meta Platforms Inc | 15.3K | $10.10M | 7.6% | −7 | Reduced |
| 6 | Taiwan Semiconductor Mfg Ltd | 24.3K | $7.39M | 5.5% | +629 | Added |
| 7 | Applied Matls Inc | 28.7K | $7.39M | 5.5% | +465 | Added |
| 8 | Palo Alto Networks Inc | 40.0K | $7.36M | 5.5% | −818 | Reduced |
| 9 | Uber Technologies Inc | 68.7K | $5.61M | 4.2% | −2.5K | Reduced |
| 10 | Crowdstrike Hldgs Inc | 10.5K | $4.91M | 3.7% | −423 | Reduced |
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