Nyon, V8CIK 20964592 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
148 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 138.5K | $67.00M | 3.8% | −5.5K | Reduced |
| 2 | Cisco Sys Inc | 803.4K | $61.89M | 3.5% | −127.0K | Reduced |
| 3 | Nvidia Corporation | 321.1K | $59.89M | 3.4% | +181.6K | Added |
| 4 | Visa Inc |
| 149.3K |
| $52.38M |
| 3.0% |
| +3.8K |
| Added |
| 5 | Mastercard Incorporated | 89.6K | $51.15M | 2.9% | +116 | Added |
| 6 | Alphabet Inc | 155.2K | $48.56M | 2.7% | +50.4K | Added |
| 7 | Apple Inc | 172.9K | $47.02M | 2.7% | +74.9K | Added |
| 8 | Cardinal Health Inc | 227.6K | $46.77M | 2.6% | −2.6K | Reduced |
| 9 | Tjx Cos Inc New | 290.0K | $44.54M | 2.5% | +158.2K | Added |
| 10 | Meta Platforms Inc | 64.1K | $42.31M | 2.4% | −17.1K | Reduced |
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