Baltimore, MDCIK 8850624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Camtek Ltd | 1.08M | $114.33M | 9.4% | −78.9K | Reduced |
| 2 | Global E Online Ltd | 2.40M | $94.53M | 7.8% | +15.0K | Added |
| 3 | Cyberark Software Ltd | 152.5K | $68.04M | 5.6% | −255.8K | Reduced |
| 4 | Repligen Corp |
| 274.0K |
| $44.89M |
| 3.7% |
| −394.9K |
| Reduced |
| 5 | Xometry Inc | 698.7K | $41.55M | 3.4% | −913.0K | Reduced |
| 6 | Shopify Inc | 248.1K | $39.94M | 3.3% | −131.0K | Reduced |
| 7 | Guidewire Software Inc | 183.6K | $36.91M | 3.0% | −230.6K | Reduced |
| 8 | Glaukos Corp | 326.6K | $36.87M | 3.0% | −436.2K | Reduced |
| 9 | Veeva Sys Inc | 160.2K | $35.76M | 2.9% | −203.8K | Reduced |
| 10 | Appfolio Inc | 152.1K | $35.39M | 2.9% | −189.8K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio