San Francisco, CACIK 20499971 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
5 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Crocs Inc | 325.0K | $27.79M | 25.2% | +325.0K | New Position |
| 2 | Equinox Gold Corp | 1.65M | $23.17M | 21.0% | +1.65M | New Position |
| 3 | Teck Resources Ltd | 475.0K | $22.75M | 20.6% | +475.0K | New Position |
| 4 |
| 1.10M |
| $18.61M |
| 16.9% |
| +1.10M |
| New Position |
| 5 | Sea Ltd | 140.0K | $17.86M | 16.2% | +140.0K | New Position |