Mclean, VACIK 20151782 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
34 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 66.5K | $20.21M | 6.7% | −3.2K | Reduced |
| 2 | Micron Technology Inc | 59.3K | $16.92M | 5.6% | −4.0K | Reduced |
| 3 | Tjx Cos Inc New | 101.9K | $15.66M | 5.2% | +26.2K | Added |
| 4 | Amazon Com Inc |
| 65.5K |
| $15.12M |
| 5.0% |
| +946 |
| Added |
| 5 | Nu Hldgs Ltd | 897.2K | $15.02M | 5.0% | +14.3K | Added |
| 6 | Nvidia Corporation | 79.6K | $14.84M | 4.9% | +3.8K | Added |
| 7 | Sea Ltd | 106.9K | $13.64M | 4.5% | +909 | Added |
| 8 | Robinhood Mkts Inc | 117.9K | $13.33M | 4.4% | −35.5K | Reduced |
| 9 | Intuit | 19.6K | $13.00M | 4.3% | +252 | Added |
| 10 | Cameco Corp | 141.3K | $12.93M | 4.3% | −329 | Reduced |
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