Miami, FLCIK 20931081 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
73 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Transmedics Group Inc | 74.6K | $9.07M | 5.4% | +74.6K | New Position |
| 2 | Nebius Group N.V. | 85.9K | $7.19M | 4.3% | +85.9K | New Position |
| 3 | Coupang Inc | 285.5K | $6.74M | 4.0% | +285.5K | New Position |
| 4 |
| 187.7K |
| $6.09M |
| 3.6% |
| +187.7K |
| New Position |
| 5 | Iren Limited | 160.9K | $6.08M | 3.6% | +160.9K | New Position |
| 6 | Reddit Inc | 25.4K | $5.84M | 3.5% | +25.4K | New Position |
| 7 | Applovin Corp | 8.3K | $5.61M | 3.3% | +8.3K | New Position |
| 8 | Shift4 Pmts Inc | 82.9K | $5.22M | 3.1% | +82.9K | New Position |
| 9 | Sea Ltd | 39.6K | $5.05M | 3.0% | +39.6K | New Position |
| 10 | Vs Trust | 881.1K | $5.03M | 3.0% | +881.1K | New Position |
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