Rye, NYCIK 20736031 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 5.5K | $1.03M | 8.1% | +5.5K | New Position |
| 2 | Ishares Tr | 6.0K | $1.02M | 8.1% | +6.0K | New Position |
| 3 | Palantir Technologies Inc | 3.2K | $568.4K | 4.5% | +3.2K | New Position |
| 4 | Micron Technology Inc |
| 1.8K |
| $512.6K |
| 4.1% |
| +1.8K |
| New Position |
| 5 | Credo Technology Group Holdi | 3.4K | $492.1K | 3.9% | +3.4K | New Position |
| 6 | Lumentum Hldgs Inc | 1.3K | $477.3K | 3.8% | +1.3K | New Position |
| 7 | Western Digital Corp | 2.4K | $420.3K | 3.3% | +2.4K | New Position |
| 8 | Vertiv Holdings Co | 2.4K | $393.4K | 3.1% | +2.4K | New Position |
| 9 | Lam Research Corp | 2.2K | $374.7K | 3.0% | +2.2K | New Position |
| 10 | Broadcom Inc | 1.1K | $368.3K | 2.9% | +1.1K | New Position |
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