Berlin, 2MCIK 20533054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
87 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Iren Limited | 6.94M | $262.20M | 11.4% | +1.15M | Added |
| 2 | Hinge Health Inc | 3.32M | $154.03M | 6.7% | +1.47M | Added |
| 3 | Alphabet Inc | 457.9K | $143.33M | 6.2% | +457.9K | New |
| 4 | Lemonade Inc |
| 1.83M |
| $130.02M |
| 5.7% |
| +572.2K |
| Added |
| 5 | Reddit Inc | 563.4K | $129.51M | 5.6% | −206.6K | Reduced |
| 6 | Micron Technology Inc | 410.7K | $117.21M | 5.1% | +25.7K | Added |
| 7 | Taiwan Semiconductor Mfg Ltd | 382.8K | $116.31M | 5.1% | +4.6K | Added |
| 8 | Hut 8 Corp | 2.09M | $95.92M | 4.2% | −89.6K | Reduced |
| 9 | Robinhood Mkts Inc | 834.6K | $94.39M | 4.1% | +127.1K | Added |
| 10 | Datadog Inc | 658.3K | $89.53M | 3.9% | +365.7K | Added |
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