San Francisco, CACIK 20402621 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Qiagen NV | 2.83M | $127.30M | 34.9% | +2.83M | New Position |
| 2 | Outfront Media Inc | 3.48M | $83.81M | 23.0% | +3.48M | New Position |
| 3 | Blackline Inc | 926.0K | $51.20M | 14.0% | +926.0K | New Position |
| 4 | Appian Corp |
| 1.38M |
| $48.70M |
| 13.3% |
| +1.38M |
| New Position |
| 5 | New York Times Co | 662.5K | $45.99M | 12.6% | +662.5K | New Position |
| 6 | Clear Channel Outdoor Hldgs | 3.57M | $7.89M | 2.2% | +3.57M | New Position |