CIK 1310051
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| YAKIREVICH, ALEXANDER | PRESIDENT, CHIEF INVESTMENT OFFICER | 2015-07 | 10–25% ·◆ |
| HOKENSON, JOHN, ANDREW | SENIOR EQUITY ANALYST, MEMBER | 2015-11 | 10–25% |
| HUA, HONGYUAN | SENIOR EQUITY ANALYST, MEMBER | 2015-11 | 10–25% |
| Malinsky, Dmitry | SENIOR EQUITY ANALYST, MEMBER | 2015-11 | 10–25% |
| OFFICER WRIGHT, NATALIE, ANNETTE | SENIOR EQUITY TRADER, MEMBER | 2015-07 | 10–25% |
| PARSONS, JAN, ERIC | CHAIRMAN EMERITUS | 2025-01 | 10–25% |
| MIENKO, KATARZYNA | CHIEF COMPLIANCE | 2013-03 | <5% |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| HAWKINS, FREDERIC, ROSSITER | NATIONAL ACCOUNT REPRESENTATIVE, MEMBER | 2024-03 | — not seen at a tracked firm |
| Garcia, Clemence, Christopher | SENIOR EQUITY ANALYST, MEMBER | 2023-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
