La Jolla, CACIK 20099114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mastercard Incorporated | 42.6K | $24.30M | 19.5% | −440 | Reduced |
| 2 | Visa Inc | 69.3K | $24.29M | 19.5% | −732 | Reduced |
| 3 | Shift4 Pmts Inc | 385.0K | $24.24M | 19.5% | −12.0K | Reduced |
| 4 | Stoneco Ltd |
| 609.0K |
| $9.01M |
| 7.2% |
| −322.0K |
| Reduced |
| 5 | Pagseguro Digital Ltd | 728.0K | $7.02M | 5.6% | −567.0K | Reduced |
| 6 | Meta Platforms Inc | 9.4K | $6.20M | 5.0% | +9.4K | New |
| 7 | Charter Communications Inc N | 23.5K | $4.91M | 3.9% | −51.5K | Reduced |
| 8 | Capital One Finl Corp | 20.0K | $4.85M | 3.9% | −13.0K | Reduced |
| 9 | Grupo Cibest SA | 70.0K | $4.45M | 3.6% | −42.0K | Reduced |
| 10 | Mercadolibre Inc | 1.9K | $3.77M | 3.0% | +1.9K | New |
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