Palo Alto, CACIK 8195354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
109 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 172.2K | $53.89M | 5.3% | −6.7K | Reduced |
| 2 | Microsoft Corp | 103.7K | $50.16M | 4.9% | −22 | Reduced |
| 3 | Corning Inc | 561.5K | $49.17M | 4.8% | −85.0K | Reduced |
| 4 | Visa Inc |
| 130.2K |
| $45.68M |
| 4.5% |
| +280 |
| Added |
| 5 | Shopify Inc | 260.8K | $41.97M | 4.1% | −6.6K | Reduced |
| 6 | Amazon Com Inc | 160.8K | $37.12M | 3.7% | +2.0K | Added |
| 7 | Abbvie Inc | 157.5K | $35.98M | 3.5% | −949 | Reduced |
| 8 | Amphenol Corp New | 258.2K | $34.89M | 3.4% | −2.6K | Reduced |
| 9 | Amgen Inc | 92.5K | $30.27M | 3.0% | +1.4K | Added |
| 10 | Thermo Fisher Scientific Inc | 49.8K | $28.85M | 2.8% | −75 | Reduced |
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