Boston, MACIK 2017724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
306 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tower Semiconductor Ltd | 192.6K | $22.62M | 3.4% | −3.7K | Reduced |
| 2 | Kratos Defense & Sec Solutio | 190.2K | $14.44M | 2.2% | −53.9K | Reduced |
| 3 | Sterling Infrastructure Inc | 44.7K | $13.68M | 2.1% | −951 | Reduced |
| 4 |
| 59.2K |
| $11.35M |
| 1.7% |
| −1.1K |
| Reduced |
| 5 | Ligand Pharmaceuticals Inc | 60.0K | $11.35M | 1.7% | −1.1K | Reduced |
| 6 | Insmed Inc | 62.4K | $10.86M | 1.7% | −24.7K | Reduced |
| 7 | Kiniksa Pharmaceuticals Intl | 251.0K | $10.35M | 1.6% | +3.7K | Added |
| 8 | Globalstar Inc | 167.4K | $10.22M | 1.6% | −27.0K | Reduced |
| 9 | Adaptive Biotechnologies Cor | 624.2K | $10.14M | 1.5% | −14.2K | Reduced |
| 10 | Apple Inc | 34.9K | $9.48M | 1.4% | −1.4K | Reduced |
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