New York, NYCIK 20649781 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
24 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 81.9K | $18.89M | 12.7% | +81.9K | New Position |
| 2 | Monster Beverage Corp New | 141.0K | $10.81M | 7.3% | +141.0K | New Position |
| 3 | Chipotle Mexican Grill Inc | 291.0K | $10.77M | 7.2% | +291.0K | New Position |
| 4 |
| Mccormick & Co Inc |
| 152.6K |
| $10.39M |
| 7.0% |
| +152.6K |
| New Position |
| 5 | Williams Sonoma Inc | 53.3K | $9.51M | 6.4% | +53.3K | New Position |
| 6 | Church & Dwight Co Inc | 105.1K | $8.81M | 5.9% | +105.1K | New Position |
| 7 | Draftkings Inc New | 252.1K | $8.69M | 5.8% | +252.1K | New Position |
| 8 | Oreilly Automotive Inc | 86.9K | $7.93M | 5.3% | +86.9K | New Position |
| 9 | Clorox Co Del | 77.6K | $7.82M | 5.3% | +77.6K | New Position |
| 10 | Flutter Entmt PLC | 34.2K | $7.36M | 4.9% | +34.2K | New Position |
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