13F

Investor

13F book

$290.2M

Positions

52

10 new · 4 sold

Largest name

11.7%

Alphabet Inc

Est. mark

−$28M

Price effect on 42 names still held. Flow $2.74M.
NameTickerSharesValueWeightEst. markChange
Alphabet Inc118.6K$34.1M11.7%−$3.02MCut−$9.74M
Microsoft CorpMSFT74.9K$27.7M9.6%−$6.9MAdded−$1.69M
Amazon Com IncAMZN117.2K$24.4M8.4%−$2.64MCut−$2.75M
Mastercard IncMA46.1K$23M7.9%−$3.1MAdded−$1.85M
Taiwan Semiconductor Mfg Ltd47.6K$16.1M5.5%$1.62MCut$793K
Jpmorgan Chase & Co.39.2K$11.5M4.0%−$1.1MCut−$3.71M
Apple Inc.AAPL40.4K$10.3M3.5%−$730.3KHeld
Intercontinental Exchange In59.8K$9.41M3.2%−$268.3KAdded$124.9K
S&P Global Inc.SPGI21.8K$9.26M3.2%−$2.12MCut−$2.62M
Fortinet, Inc.FTNT103.1K$8.43M2.9%$238.2KHeld
Crowdstrike Hldgs Inc21.1K$8.25M2.8%−$1.65MCut−$2.1M
Nvidia CorpNVDA46.9K$8.19M2.8%−$563.4KAdded−$497.9K
Ishares Tr57.5K$7.96M2.7%−$179.4KCut−$3.29M
Netflix IncNFLX79.8K$7.67M2.6%$140.1KAdded$2.18M
Meta Platforms, Inc.META12.1K$6.9M2.4%−$528.1KAdded$2.94M
Novo-Nordisk A S174.4K$6.41M2.2%−$2.46MCut−$2.5M
Eli Lilly & CoLLY6.35K$5.84M2.0%New
Sea LtdSE59K$5.76M2.0%$46.6KCut$42.9K
Moodys Corp12.7K$5.53M1.9%−$716.6KAdded$622.3K
Unitedhealth Group IncUNH16.7K$4.52M1.6%−$993.2KCut−$6.3M
Uber Technologies, IncUBER60.4K$4.34M1.5%−$590.4KCut−$5.27M
Palo Alto Networks IncPANW24.4K$3.91M1.3%New
Mercadolibre IncMELI2.14K$3.71M1.3%−$47.9KAdded$3.37M
Ge Aerospace12.3K$3.48M1.2%New
Unity Software Inc.U33.5K$3.26M1.1%$29.2KCut−$3.2M
Advanced Micro Devices IncAMD13.3K$2.71M0.9%−$143.1KHeld
Fiserv IncFISV46.4K$2.59M0.9%−$475.2KAdded−$217.2K
Shell Plc27.6K$2.57M0.9%$538.8KHeld
Vertiv Holdings CoVRT9.21K$2.31M0.8%New
Equifax IncEFX11.8K$2.12M0.7%−$435KCut−$1.34M
Booking Holdings Inc.BKNG445$1.87M0.6%−$509.5KHeld
Canadian Natl Ry Co18K$1.85M0.6%New
Nextera Energy Inc18.3K$1.7M0.6%$231KHeld
Intuit Inc.INTU3.56K$1.54M0.5%−$818.7KCut−$1.11M
Broadcom Inc.AVGO4.5K$1.39M0.5%New
Fair Isaac CorpFICO1.25K$1.33M0.5%−$778.8KCut−$782.2K
Nu Hldgs Ltd70K$1.01M0.3%New
Asml Holding N V588$776.5K0.3%$147.4KCut−$895.8K
SLR Investment Corp.SLRC50.9K$727.7K0.3%−$58.4KAdded−$57.9K
Okta, Inc.OKTA9K$708.4K0.2%New
Rubrik, Inc.RBRK14.2K$695.4K0.2%New
SailPoint, Inc.SAIL52K$688.5K0.2%New
Costco Whsl Corp New634$631.7K0.2%$85KCut$67.8K
Akamai Technologies IncAKAM5.01K$571.7K0.2%$75KCut$73.6K
Pepsico IncPEP2.85K$443.4K0.2%$33.6KHeld
Thermo Fisher Scientific Inc.TMO900$442.4K0.2%−$79KCut−$492K
Palantir Technologies Inc.PLTR2.33K$341.4K0.1%−$42.2KAdded$103K
Upwork, IncUPWK3K$296K0.1%$5.23KCut−$285.9K
Snowflake Inc.SNOW1.64K$247.3K0.1%−$112.4KHeld
Sea LtdSE2.81K$232.7K0.1%−$125.8KHeld
Fedex CorpFDX600$213.7K0.1%$40.4KCut−$187.8K
Boeing Co1.07K$213K0.1%−$19.4KCut−$214.8K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.