Warszawa, R9CIK 20110814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
48 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 431.6K | $135.42M | 12.0% | +81.7K | Added |
| 2 | Abivax SA | 692.0K | $93.32M | 8.3% | −39.5K | Reduced |
| 3 | Amazon Com Inc | 365.0K | $84.25M | 7.5% | +127.3K | Added |
| 4 | Micron Technology Inc |
| 241.5K |
| $68.91M |
| 6.1% |
| +241.5K |
| New |
| 5 | Nvidia Corporation | 324.4K | $60.50M | 5.4% | −185.6K | Reduced |
| 6 | Axsome Therapeutics Inc | 278.8K | $50.93M | 4.5% | −47.5K | Reduced |
| 7 | Protagonist Therapeutics Inc | 571.8K | $49.94M | 4.4% | +571.8K | New |
| 8 | Cytokinetics Inc | 748.0K | $47.53M | 4.2% | −444.5K | Reduced |
| 9 | Microsoft Corp | 94.0K | $45.47M | 4.0% | +48.0K | Added |
| 10 | Snowflake Inc | 205.4K | $45.05M | 4.0% | +522 | Added |
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