San Francisco, CACIK 20215894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
2 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Neptune Ins Hldgs Inc | 22.35M | $651.74M | 99.5% | +22.35M | New |
| 2 | Clearwater Analytics Hldgs I | 146.7K | $3.54M | 0.5% | −100.0K | Reduced |