Paris, I0CIK 20512884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
44 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Thermo Fisher Scientific Inc | 22.0K | $12.76M | 7.2% | +334 | Added |
| 2 | Microsoft Corp | 26.2K | $12.70M | 7.2% | −461 | Reduced |
| 3 | Amazon Com Inc | 52.8K | $12.19M | 6.9% | +245 | Added |
| 4 | Alphabet Inc |
| 37.6K |
| $11.76M |
| 6.7% |
| −872 |
| Reduced |
| 5 | Visa Inc | 31.1K | $10.92M | 6.2% | +678 | Added |
| 6 | Palo Alto Networks Inc | 54.1K | $9.96M | 5.7% | −371 | Reduced |
| 7 | Stryker Corporation | 28.3K | $9.95M | 5.7% | +1.1K | Added |
| 8 | Ptc Inc | 55.6K | $9.68M | 5.5% | +2.5K | Added |
| 9 | Danaher Corporation | 37.9K | $8.67M | 4.9% | +32.3K | Added |
| 10 | Salesforce Inc | 32.4K | $8.58M | 4.9% | +1.3K | Added |
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