Omaha, NECIK 20112564 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 233.7K | $53.93M | 18.7% | +11.1K | Added |
| 2 | Meta Platforms Inc | 72.1K | $47.62M | 16.5% | +29.9K | Added |
| 3 | Mastercard Incorporated | 56.0K | $31.99M | 11.1% | +3.9K | Added |
| 4 | Procore Technologies Inc |
| 344.9K |
| $25.09M |
| 8.7% |
| +29.0K |
| Added |
| 5 | Okta Inc | 289.1K | $25.00M | 8.7% | +83.3K | Added |
| 6 | Microsoft Corp | 48.5K | $23.47M | 8.1% | +3.7K | Added |
| 7 | Bio-Techne Corp | 355.5K | $20.91M | 7.2% | −15.1K | Reduced |
| 8 | Uber Technologies Inc | 248.9K | $20.33M | 7.0% | +53.9K | Added |
| 9 | Ptc Inc | 103.3K | $17.99M | 6.2% | +9.7K | Added |
| 10 | Dynatrace Inc | 252.9K | $10.96M | 3.8% | +252.9K | New |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio