San Francisco, CACIK 21118241 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Gamestop Corp New | 900.0K | $18.07M | 14.2% | +900.0K | New Position |
| 2 | Abivax SA | 103.5K | $13.96M | 11.0% | +103.5K | New Position |
| 3 | Nektar Therapeutics | 185.5K | $7.84M | 6.2% | +185.5K | New Position |
| 4 |
| 79.5K |
| $7.56M |
| 5.9% |
| +79.5K |
| New Position |
| 5 | Alphabet Inc | 22.4K | $7.04M | 5.5% | +22.4K | New Position |
| 6 | Ast Spacemobile Inc | 87.6K | $6.36M | 5.0% | +87.6K | New Position |
| 7 | Peloton Interactive Inc | 902.0K | $5.56M | 4.4% | +902.0K | New Position |
| 8 | Six Flags Entertainment Corp | 338.0K | $5.18M | 4.1% | +338.0K | New Position |
| 9 | Serve Robotics Inc | 473.2K | $4.91M | 3.9% | +473.2K | New Position |
| 10 | Ceribell Inc | 194.0K | $4.25M | 3.3% | +194.0K | New Position |
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