Fort Lauderdale, FLCIK 20580935 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sea Ltd | 1.01M | $128.40M | 19.0% | +498.4K | Added |
| 2 | Arrivent Biopharma Inc | 4.12M | $82.97M | 12.3% | +255.0K | Added |
| 3 | Biohaven Ltd | 6.25M | $70.56M | 10.4% | +4.55M | Added |
| 4 | Unity Software Inc |
| 1.40M |
| $61.84M |
| 9.2% |
| 0 |
| Held |
| 5 | Figure Technology Solutio | 1.32M | $54.11M | 8.0% | +175.0K | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 175.0K | $53.18M | 7.9% | 0 | Held |
| 7 | Gitlab Inc | 1.40M | $52.54M | 7.8% | +434.8K | Added |
| 8 | Confluent Inc | 1.25M | $37.80M | 5.6% | 0 | Held |
| 9 | Nvidia Corporation | 200.0K | $37.30M | 5.5% | +200.0K | New |
| 10 | Alphabet Inc | 100.0K | $31.38M | 4.6% | 0 | Held |
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