Palo Alto, CACIK 20432791 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
62 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Evolv Technologies Hldngs In | 5.69M | $40.72M | 34.5% | +5.69M | New Position |
| 2 | Luxexperience Bv | 1.03M | $8.63M | 7.3% | +1.03M | New Position |
| 3 | Talkspace Inc | 2.08M | $7.55M | 6.4% | +2.08M | New Position |
| 4 |
| 249.0K |
| $7.49M |
| 6.4% |
| +249.0K |
| New Position |
| 5 | Taboola.Com Ltd | 1.24M | $5.70M | 4.8% | +1.24M | New Position |
| 6 | Smartrent Inc | 2.49M | $5.02M | 4.3% | +2.49M | New Position |
| 7 | Sprinklr Inc | 624.2K | $4.86M | 4.1% | +624.2K | New Position |
| 8 | Powerfleet Inc | 690.0K | $3.67M | 3.1% | +690.0K | New Position |
| 9 | Avepoint Inc | 248.9K | $3.46M | 2.9% | +248.9K | New Position |
| 10 | Blend Labs Inc | 1.07M | $3.25M | 2.8% | +1.07M | New Position |
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