Weston, MACIK 20965311 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc | 200.0K | $57.08M | 22.0% | +200.0K | New Position |
| 2 | Intel Corp | 1.05M | $38.74M | 14.9% | +1.05M | New Position |
| 3 | Nvidia Corporation | 200.0K | $37.30M | 14.4% | +200.0K | New Position |
| 4 |
| 56.9K |
| $26.74M |
| 10.3% |
| +56.9K |
| New Position |
| 5 | Ptc Inc | 150.0K | $26.13M | 10.1% | +150.0K | New Position |
| 6 | Teradyne Inc | 116.0K | $22.45M | 8.6% | +116.0K | New Position |
| 7 | Asml Holding N V | 15.4K | $16.53M | 6.4% | +15.4K | New Position |
| 8 | Astera Labs Inc | 66.0K | $10.98M | 4.2% | +66.0K | New Position |
| 9 | Lattice Semiconductor Corp | 120.0K | $8.83M | 3.4% | +120.0K | New Position |
| 10 | Atlassian Corporation | 31.0K | $5.03M | 1.9% | +31.0K | New Position |
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