Warsaw, R9CIK 20429554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
30 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc | 150.0K | $42.81M | 7.3% | −45.0K | Reduced |
| 2 | Amazon Com Inc | 163.0K | $37.62M | 6.4% | 0 | Held |
| 3 | Microsoft Corp | 70.5K | $34.10M | 5.8% | +16.4K | Added |
| 4 | Meta Platforms Inc |
| 50.0K |
| $33.00M |
| 5.6% |
| 0 |
| Held |
| 5 | Salesforce Inc | 115.8K | $30.68M | 5.2% | 0 | Held |
| 6 | Mercadolibre Inc | 15.1K | $30.42M | 5.2% | +5.0K | Added |
| 7 | Advanced Micro Devices Inc | 140.0K | $29.98M | 5.1% | 0 | Held |
| 8 | Unitedhealth Group Inc | 90.3K | $29.83M | 5.1% | 0 | Held |
| 9 | Snowflake Inc | 130.6K | $28.65M | 4.9% | 0 | Held |
| 10 | Servicenow Inc | 181.3K | $27.77M | 4.7% | +145.0K | Added |
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