Sydney, C3CIK 20315545 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 590.1K | $136.22M | 18.8% | +72.9K | Added |
| 2 | Msci Inc | 193.0K | $110.74M | 15.2% | +23.8K | Added |
| 3 | Uber Technologies Inc | 1.26M | $102.94M | 14.2% | −65.0K | Reduced |
| 4 | Fair Isaac Corp |
| 57.7K |
| $97.57M |
| 13.4% |
| +10.5K |
| Added |
| 5 | Visa Inc | 232.3K | $81.47M | 11.2% | +28.7K | Added |
| 6 | Airbnb Inc | 553.9K | $75.17M | 10.3% | +242.2K | Added |
| 7 | Mastercard Incorporated | 90.2K | $51.47M | 7.1% | +11.1K | Added |
| 8 | Wd 40 Co | 221.2K | $43.56M | 6.0% | +104.3K | Added |
| 9 | Meta Platforms Inc | 39.4K | $26.00M | 3.6% | +4.9K | Added |
| 10 | Ferrari N V | 3.2K | $1.20M | 0.2% | −19.8K | Reduced |