Stamford, CTCIK 20098951 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Medline Inc | 800.0K | $33.60M | 23.8% | +800.0K | New Position |
| 2 | Waystar Hldg Corp | 1.00M | $32.75M | 23.2% | +1.00M | New Position |
| 3 | Coreweave Inc | 280.0K | $20.05M | 14.2% | +280.0K | New Position |
| 4 |
| 140.0K |
| $11.10M |
| 7.9% |
| +140.0K |
| New Position |
| 5 | Miami Intl Hldgs Inc | 175.0K | $7.77M | 5.5% | +175.0K | New Position |
| 6 | Bullish | 100.0K | $3.79M | 2.7% | +100.0K | New Position |
| 7 | Figma Inc | 100.0K | $3.74M | 2.6% | +100.0K | New Position |
| 8 | Accelerant Holdings | 175.0K | $2.86M | 2.0% | +175.0K | New Position |
| 9 | Sailpoint Inc | 140.0K | $2.83M | 2.0% | +140.0K | New Position |
| 10 | Netskope Inc | 150.0K | $2.63M | 1.9% | +150.0K | New Position |
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