Warsaw, R9CIK 20338814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Advanced Micro Devices Inc | 104.8K | $22.44M | 10.9% | 0 | Held |
| 2 | Alphabet Inc | 65.5K | $20.51M | 10.0% | 0 | Held |
| 3 | Pan Amern Silver Corp | 286.3K | $14.83M | 7.2% | 0 | Held |
| 4 | Paymentus Holdings Inc |
| 429.9K |
| $13.58M |
| 6.6% |
| +219.9K |
| Added |
| 5 | Micron Technology Inc | 45.0K | $12.84M | 6.3% | −37.0K | Reduced |
| 6 | Deckers Outdoor Corp | 118.1K | $12.24M | 6.0% | 0 | Held |
| 7 | Doordash Inc | 50.1K | $11.35M | 5.5% | 0 | Held |
| 8 | Amazon Com Inc | 48.0K | $11.08M | 5.4% | +15.0K | Added |
| 9 | Mercadolibre Inc | 5.3K | $10.64M | 5.2% | 0 | Held |
| 10 | Marvell Technology Inc | 115.0K | $9.77M | 4.8% | 0 | Held |
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