Burlingame, CACIK 20596715 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Global E Online Ltd | 1.26M | $49.72M | 22.2% | +24.8K | Added |
| 2 | Mercadolibre Inc | 20.7K | $41.73M | 18.6% | +3.9K | Added |
| 3 | Ptc Inc | 193.6K | $33.72M | 15.0% | 0 | Held |
| 4 | Shopify Inc |
| 184.8K |
| $29.74M |
| 13.3% |
| 0 |
| Held |
| 5 | Doordash Inc | 127.4K | $28.86M | 12.9% | 0 | Held |
| 6 | Booking Holdings Inc | 4.1K | $21.98M | 9.8% | +380 | Added |
| 7 | Axon Enterprise Inc | 32.7K | $18.57M | 8.3% | +9.5K | Added |