Toronto, A6CIK 20533034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sitime Corp | 33.5K | $11.84M | 7.3% | −20.3K | Reduced |
| 2 | Astera Labs Inc | 68.2K | $11.35M | 7.0% | −28.9K | Reduced |
| 3 | Mongodb Inc | 26.1K | $10.97M | 6.8% | −1.1K | Reduced |
| 4 | Sociedad Quimica Y Minera De |
| 148.8K |
| $10.24M |
| 6.4% |
| −70.3K |
| Reduced |
| 5 | Amazon Com Inc | 44.0K | $10.15M | 6.3% | −1.8K | Reduced |
| 6 | Circle Internet Group Inc | 126.7K | $10.05M | 6.2% | +26.7K | Added |
| 7 | Broadcom Inc | 25.7K | $8.89M | 5.5% | −11.5K | Reduced |
| 8 | Albemarle Corp | 62.1K | $8.78M | 5.5% | −12.9K | Reduced |
| 9 | Evercore Inc | 25.1K | $8.54M | 5.3% | −1.1K | Reduced |
| 10 | Anglo Amer | 563.2K | $7.88M | 4.9% | −236.8K | Reduced |
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