Wayzata, MNCIK 8843004 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
91 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Natera Inc | 44.5K | $10.21M | 8.1% | −300 | Reduced |
| 2 | Eli Lilly & Co | 9.0K | $9.63M | 7.7% | −125 | Reduced |
| 3 | Axogen Inc | 228.3K | $7.47M | 5.9% | −7.7K | Reduced |
| 4 | Idexx Labs Inc |
| 9.7K |
| $6.56M |
| 5.2% |
| 0 |
| Held |
| 5 | Microsoft Corp | 12.2K | $5.91M | 4.7% | −30 | Reduced |
| 6 | Mdxhealth SA | 1.38M | $4.92M | 3.9% | −23.7K | Reduced |
| 7 | Advanced Micro Devices Inc | 17.7K | $3.78M | 3.0% | −750 | Reduced |
| 8 | Alphatec Hldgs Inc | 171.7K | $3.61M | 2.9% | −1.6K | Reduced |
| 9 | Butterfly Network Inc | 923.8K | $3.51M | 2.8% | −500 | Reduced |
| 10 | Veracyte Inc | 75.4K | $3.18M | 2.5% | −4.3K | Reduced |
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