Menlo Park, CACIK 20656064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kanzhun Limited | 2.35M | $47.98M | 65.4% | −12.5K | Reduced |
| 2 | Full Truck Alliance Co Ltd | 810.4K | $8.70M | 11.9% | +810.4K | New |
| 3 | Ibotta Inc | 367.0K | $8.34M | 11.4% | 0 | Held |
| 4 | Quantasing Group Ltd |
| 770.6K |
| $3.94M |
| 5.4% |
| −1 |
| Reduced |
| 5 | Opendoor Technologies Inc | 325.3K | $1.90M | 2.6% | +98.9K | Added |
| 6 | Agora Inc | 371.5K | $1.51M | 2.1% | −378.5K | Reduced |
| 7 | Bigcommerce Hldgs Inc | 149.7K | $616.9K | 0.8% | 0 | Held |
| 8 | Blaize Hldgs Inc | 163.7K | $319.2K | 0.4% | 0 | Held |
| 9 | Opendoor Technologies Inc | 10.8K | $9.8K | 0.0% | +10.8K | New |
| 10 | Opendoor Technologies Inc | 10.8K | $5.6K | 0.0% | +10.8K | New |
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