Santa Clara, CACIK 24881 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
2 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sanmina Corporation | 1.15M | $172.74M | 89.6% | +1.15M | New Position |
| 2 | Absci Corporation | 5.71M | $19.94M | 10.4% | +5.71M | New Position |