San Francisco, CACIK 20565984 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
3 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 1.70M | $586.66M | 98.6% | 0 | Held |
| 2 | Airbnb Inc | 60.3K | $8.18M | 1.4% | −8.4K | Reduced |
| 3 | First Advantage Corp New | 15.7K | $227.4K | 0.0% | −126.4K | Reduced |