Grand Cayman, E9CIK 20436944 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 850.6K | $158.64M | 32.3% | +850.6K | New |
| 2 | Microsoft Corp | 308.5K | $149.19M | 30.4% | +308.5K | New |
| 3 | Meta Platforms Inc | 215.3K | $142.10M | 28.9% | +215.3K | New |
| 4 | Monday Com Ltd |
| 47.8K |
| $7.05M |
| 1.4% |
| +47.8K |
| New |
| 5 | Datadog Inc | 45.9K | $6.24M | 1.3% | +45.9K | New |
| 6 | Snowflake Inc | 25.5K | $5.60M | 1.1% | +25.5K | New |
| 7 | Block Inc | 82.0K | $5.34M | 1.1% | +82.0K | New |
| 8 | Procore Technologies Inc | 60.3K | $4.39M | 0.9% | +60.3K | New |
| 9 | Reddit Inc | 18.9K | $4.35M | 0.9% | +18.9K | New |
| 10 | Shopify Inc | 25.1K | $4.04M | 0.8% | +25.1K | New |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio