CIK 1312988
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.
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) |
|---|---|---|---|
| BRING, KENNETH, SCOTT | MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER · CHIEF FINANCIAL OFFICER | 2024-03 | — not seen at a tracked firm |
| CALLAGHAN, KEVIN, THOMAS | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| HOFFMAN, ELIZABETH, LEE | MANAGING DIRECTOR | 2024-03 | Stockbridge Partners LLC |
| JANCHAR, MATTHEW, AARON | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| MEYER, JONATHAN, JOSEPH | MANAGING DIRECTOR |
| 2024-03 |
| — not seen at a tracked firm |
| THOMPSON, TERRY, H | MANAGING DIRECTOR AND CHIEF OPERATING OFFICER · CHIEF OPERATING OFFICER | 2024-03 | — not seen at a tracked firm |
| HUPP, JUSTIN, G | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| JOHNSON, JOSHUA, B | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| BERNER, MATTHEW, JOHN | MANAGING DIRECTOR | 2022-07 | — not seen at a tracked firm |
| KUO, THOMAS, YING | MANAGING DIRECTOR | 2020-03 | — not seen at a tracked firm |
| Dacey, Christopher, William | CHIEF OPERATING OFFICER | 2020-03 | — not seen at a tracked firm |
| BLOOM, BRADLEY, MARK | MANAGING DIRECTOR | 2018-03 | — not seen at a tracked firm |
| LUBIN, RICHARD, KEITH | MANAGING DIRECTOR | 2018-03 | — not seen at a tracked firm |
| BROCK-WILSON, JANE, ELIZABETH | MANAGING DIRECTOR | 2017-03 | — not seen at a tracked firm |
| PEELER, DAVID, RANDOLPH | MANAGING DIRECTOR | 2017-03 | — not seen at a tracked firm |
| WHITAKER, JOHN, JEFFREY | CHIEF OPERATING OFFICER | 2017-03 | — not seen at a tracked firm |
| GREIMANN, GARTH, HUNTER | CHIEF ADMINISTRATIVE OFFICER | 2014-06 | — 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.
