Incline Village, NVCIK 20420915 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Flutter Entmt PLC | 134.8K | $28.98M | 17.5% | −5.1K | Reduced |
| 2 | Coupang Inc | 1.05M | $24.79M | 14.9% | +128.6K | Added |
| 3 | Microsoft Corp | 50.9K | $24.60M | 14.8% | −15.3K | Reduced |
| 4 | Global E Online Ltd |
| 595.4K |
| $23.41M |
| 14.1% |
| +145.3K |
| Added |
| 5 | Goosehead Ins Inc | 269.3K | $19.84M | 11.9% | −69.7K | Reduced |
| 6 | Grocery Outlet Hldg Corp | 1.62M | $16.35M | 9.9% | +969.3K | Added |
| 7 | Blend Labs Inc | 5.07M | $15.41M | 9.3% | −496.9K | Reduced |
| 8 | Klarna Group PLC | 267.4K | $7.73M | 4.7% | +207.4K | Added |
| 9 | Shenandoah Telecommunication | 423.1K | $4.89M | 2.9% | +423.1K | New |