Cambridge, MACIK 3510514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Coupang Inc | 19.23M | $453.65M | 60.2% | −3.3K | Reduced |
| 2 | Carvana Co | 578.3K | $244.05M | 32.4% | +376 | Added |
| 3 | Boston Omaha Corp | 2.44M | $30.24M | 4.0% | 0 | Held |
| 4 | Circle Internet Group Inc |
| 201.3K |
| $15.97M |
| 2.1% |
| +201.3K |
| New |
| 5 | Americas Car-Mart Inc | 167.4K | $4.23M | 0.6% | 0 | Held |
| 6 | Samsara Inc | 107.5K | $3.81M | 0.5% | +107.5K | New |
| 7 | Textron Inc | 16.0K | $1.39M | 0.2% | 0 | Held |