London, X0CIK 20607255 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 | Confluent Inc | 181.5K | $5.49M | 9.4% | +181.5K | New |
| 2 | Norfolk Southn Corp | 17.6K | $5.07M | 8.7% | +17.6K | New |
| 3 | Cyberark Software Ltd | 11.3K | $5.04M | 8.6% | +11.3K | New |
| 4 | Electronic Arts Inc |
| 24.5K |
| $5.01M |
| 8.6% |
| +24.5K |
| New |
| 5 | Chart Inds Inc | 23.0K | $4.74M | 8.1% | +23.0K | New |
| 6 | Hologic Inc | 62.8K | $4.68M | 8.0% | +62.8K | New |
| 7 | Cidara Therapeutics Inc | 18.7K | $4.13M | 7.1% | +18.7K | New |
| 8 | Exact Sciences Corp | 39.4K | $4.00M | 6.9% | +39.4K | New |
| 9 | Avidity Biosciences Inc | 53.2K | $3.84M | 6.6% | +53.2K | New |
| 10 | Forge Global Holdings Inc | 75.0K | $3.34M | 5.7% | +75.0K | New |
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