New York, NYCIK 19865905 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
56 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pdf Solutions Inc | 1.15M | $32.84M | 12.7% | +30.3K | Added |
| 2 | Genius Sports Limited | 1.97M | $21.74M | 8.4% | +353.1K | Added |
| 3 | Powerfleet Inc | 3.48M | $18.52M | 7.2% | +446.1K | Added |
| 4 | Inspired Entmt Inc |
| 1.75M |
| $16.34M |
| 6.3% |
| −396.2K |
| Reduced |
| 5 | Arteris Inc | 1.03M | $15.92M | 6.2% | −411.9K | Reduced |
| 6 | Zeta Global Holdings Corp | 526.2K | $10.71M | 4.1% | +70.9K | Added |
| 7 | Schlumberger Ltd | 228.5K | $8.77M | 3.4% | −39.8K | Reduced |
| 8 | Cognyte Software Ltd | 896.3K | $8.43M | 3.3% | +351.1K | Added |
| 9 | Berkshire Hathaway Inc Del | 14.8K | $7.42M | 2.9% | +408 | Added |
| 10 | Qxo Inc | 337.1K | $6.50M | 2.5% | +33.6K | Added |
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