Somerville, MACIK 20560694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Applovin Corp | 52.9K | $35.62M | 25.6% | −1.6K | Reduced |
| 2 | Openlane Inc | 752.2K | $22.40M | 16.1% | +133.9K | Added |
| 3 | Coupang Inc | 844.2K | $19.91M | 14.3% | +63.6K | Added |
| 4 | Clearwater Analytics Hldgs I |
| 683.1K |
| $16.48M |
| 11.9% |
| +326.1K |
| Added |
| 5 | Gitlab Inc | 402.8K | $15.12M | 10.9% | +181.6K | Added |
| 6 | Acv Auctions Inc | 1.24M | $9.92M | 7.1% | +181.5K | Added |
| 7 | Appfolio Inc | 36.2K | $8.41M | 6.1% | +2.1K | Added |
| 8 | Riskified Ltd | 1.39M | $6.93M | 5.0% | 0 | Held |
| 9 | Hilton Grand Vacations Inc | 48.0K | $2.15M | 1.5% | −218.1K | Reduced |
| 10 | Clarivate PLC | 585.3K | $1.95M | 1.4% | +585.3K | New |