CIK 1534653
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.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Semiconductors & Semiconductor Equipment | 22.41% | 15 |
| Software | 19.51% | 11 |
| Software & IT Services | 13.53% | 9 |
| Specialty Retail | 13.30% | 3 |
| Technology Hardware & Equipment | 10.43% | 12 |
| Hotels, Restaurants & Leisure | 3.45% | 2 |
| Automobiles & Components | 3.37% | 1 |
| Health Care Equipment & Supplies | 2.65% | 5 |
| Banks | 1.75% | 3 |
| Unclassified | 1.54% | 22 |
| Pharmaceuticals & Biotechnology | 1.50% | 5 |
| Aerospace & Defense | 1.44% | 1 |
| Machinery | 1.26% | 16 |
| Commercial Services & Supplies | 0.89% | 10 |
| Insurance | 0.75% | 6 |
| Utilities | 0.36% | 4 |
| Media & Entertainment | 0.33% | 4 |
| Chemicals | 0.23% | 7 |
| Diversified Telecommunication Services | 0.21% | 1 |
| Road & Rail | 0.20% | 1 |
| Distributors | 0.20% | 7 |
| Leisure Products | 0.18% | 1 |
| Oil, Gas & Consumable Fuels | 0.08% | 1 |
| Communications Equipment | 0.07% | 2 |
| Capital Markets | 0.06% | 2 |
| Construction Materials | 0.06% | 1 |
| Electrical Equipment & Components | 0.06% | 2 |
| Diversified Consumer Services | 0.05% | 1 |
| Professional Services | 0.04% | 2 |
| Marine | 0.04% | 1 |
| Metals & Mining | 0.03% | 1 |
| Health Care Providers & Services | 0.02% | 1 |
| Transportation Infrastructure | 0.01% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.01% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | Information Technology | 17.60% |
| 2 | NVDA | NVIDIA CORP | Information Technology | 14.28% |
| 3 | AMZN | AMAZON COM INC | Consumer Discretionary | 13.29% |
| 4 | AAPL | Apple Inc. | Information Technology | 6.59% |
| 5 | GOOGL | Alphabet Inc. | Communication Services | 6.05% |
| 6 | META | Meta Platforms, Inc. | Communication Services | 5.28% |
| 7 | AVGO | Broadcom Inc. | Information Technology | 5.15% |
| 8 | MCD | MCDONALDS CORP | Consumer Discretionary | 3.44% |
| 9 | TSLA | Tesla, Inc. | Consumer Discretionary | 3.37% |
| 10 | IBM | INTERNATIONAL BUSINESS MACHINES CORP | Information Technology | 2.15% |
140/162 names classified · sector 98.5% of weight · industry 98.5% · mkt cap 97.2%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 98.5% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 96.0% of book weight (120/148 names) · unclassified 4.0%: AZN, , TEAM, CNC, HOLX, FRO, PTON, LBRDK, CTRA, AAUC +18 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 2,061,272 | $763M | 17.6% | TRIM −46% |
| 2 | NVDANVIDIA CORPORATION | 3,550,602 | $619M | 14.3% | TRIM −68% |
| 3 | AMZNAMAZON COM INC | 2,766,734 | $576M | 13.3% | TRIM −39% |
| 4 | AAPLAPPLE INC | 1,125,336 | $286M | 6.6% | TRIM −78% |
| 5 | GOOGLALPHABET INC | 911,384 | $262M | 6.0% | TRIM −65% |
| 6 | METAMETA PLATFORMS INC | 400,162 | $229M | 5.3% | TRIM −59% |
| 7 | AVGOBROADCOM INC | 720,486 | $223M | 5.1% | TRIM −67% |
| 8 | MCDMCDONALDS CORP | 480,000 | $149M | 3.4% | ADD 27% |
| 9 | TSLATESLA INC | 392,870 | $146M | 3.4% | TRIM −50% |
| 10 | IBMINTERNATIONAL BUSINESS MACHS | 385,100 | $93M | 2.2% | TRIM −10% |
| 11 | SYKSTRYKER CORPORATION | 254,784 | $84M | 1.9% | TRIM −39% |
| 12 | BACBANK AMERICA CORP | 1,524,000 | $74M | 1.7% | TRIM −21% |
| 13 | GOOGALPHABET INC | 253,162 | $73M | 1.7% | TRIM −82% |
| 14 | INTCINTEL CORP | 1,526,748 | $67M | 1.6% | TRIM −5% |
| 15 | GDGENERAL DYNAMICS CORP | 182,000 | $62M | 1.4% | ADD 100% |
| 16 | TMOTHERMO FISHER SCIENTIFIC INC | 112,000 | $55M | 1.3% | TRIM −55% |
| 17 | AZNASTRAZENECA PLC | 222,078 | $44M | 1.0% | NEW |
| 18 | SNPSSYNOPSYS INC | 100,000 | $40M | 0.9% | TRIM −63% |
| 19 | AMDADVANCED MICRO DEVICES INC | 186,524 | $38M | 0.9% | TRIM −56% |
| 20 | CARRCARRIER GLOBAL CORPORATION | 618,000 | $35M | 0.8% | ADD 29% |
| 21 | BSXBOSTON SCIENTIFIC CORP | 387,252 | $24M | 0.6% | TRIM −86% |
| 22 | TEAMATLASSIAN CORPORATION | 307,518 | $21M | 0.5% | TRIM −13% |
| 23 | VRTXVERTEX PHARMACEUTICALS INC | 46,000 | $21M | 0.5% | TRIM −74% |
| 24 | VVISA INC | 62,480 | $19M | 0.4% | TRIM −92% |
| 25 | ADPAUTOMATIC DATA PROCESSING IN | 74,730 | $15M | 0.4% | TRIM −57% |
| 26 | PGRPROGRESSIVE CORP | 75,490 | $15M | 0.3% | TRIM −81% |
| 27 | HPQHP INC | 634,796 | $12M | 0.3% | ADD 8% |
| 28 | GTLSCHART INDS INC | 49,000 | $10M | 0.2% | ADD 139% |
| 29 | CNCCENTENE CORP DEL | 297,238 | $10M | 0.2% | ADD 22% |
| 30 | TMUST-MOBILE US INC | 43,008 | $9M | 0.2% | TRIM −67% |
| 31 | MRVLMARVELL TECHNOLOGY INC | 89,400 | $9M | 0.2% | TRIM −50% |
| 32 | NSCNORFOLK SOUTHN CORP | 30,400 | $9M | 0.2% | TRIM −46% |
| 33 | TXNMPNM RES INC | 133,908 | $8M | 0.2% | ADD 135% |
| 34 | HOLXHOLOGIC INC | 102,000 | $8M | 0.2% | ADD 32% |
| 35 | FROFrontline, LTD. | 219,897 | $8M | 0.2% | TRIM −62% |
| 36 | PTONPELOTON INTERACTIVE INC | 1,780,998 | $8M | 0.2% | ADD 236% |
| 37 | AIR LEASE CORP | 112,294 | $7M | 0.2% | ADD 211% |
| 38 | MAMASTERCARD INCORPORATED | 14,012 | $7M | 0.2% | TRIM −98% |
| 39 | ORCLORACLE CORP | 43,582 | $6M | 0.1% | TRIM −88% |
| 40 | NOWSERVICENOW INC | 61,002 | $6M | 0.1% | TRIM −92% |
| 41 | LBRDKLIBERTY BROADBAND CORP | 113,144 | $6M | 0.1% | ADD 100% |
| 42 | CRTOCRITEO S A | 297,112 | $5M | 0.1% | ADD 121% |
| 43 | PENPENUMBRA INC | 16,000 | $5M | 0.1% | NEW |
| 44 | AMERICAN WOODMARK CORPORATIO | 128,196 | $5M | 0.1% | ADD 100% |
| 45 | SRESEMPRA | 49,500 | $5M | 0.1% | ADD 100% |
| 46 | MTCHMATCH GROUP INC NEW | 154,446 | $5M | 0.1% | ADD 100% |
| 47 | CTRACOTERRA ENERGY INC | 130,000 | $5M | 0.1% | NEW |
| 48 | KVUEKENVUE INC | 250,000 | $4M | 0.1% | TRIM −40% |
| 49 | AAUCALLIED GOLD CORP | 131,858 | $4M | 0.1% | NEW |
| 50 | PRAPROASSURANCE CORP | 164,878 | $4M | 0.1% | ADD 100% |
| 51 | CANTALOUPE INC | 360,808 | $4M | 0.1% | ADD 100% |
| 52 | CHKPCHECK POINT SOFTWARE TECH LT | 26,486 | $4M | 0.1% | HOLD |
| 53 | SEMRUSH HLDGS INC | 310,000 | $4M | 0.1% | NEW |
| 54 | ARWArrow Electronics | 25,538 | $4M | 0.1% | TRIM −54% |
| 55 | AESAES Corp. | 260,000 | $4M | 0.1% | NEW |
| 56 | IMXIINTERNATIONAL MONEY EXPRESS | 231,318 | $4M | 0.1% | ADD 159% |
| 57 | SUNCSUNOCOCORP LLC | 58,916 | $4M | 0.1% | ADD 100% |
| 58 | DIAMOND HILL INVT GROUP INC | 20,194 | $3M | 0.1% | ADD 284% |
| 59 | EAELECTRONIC ARTS INC | 17,000 | $3M | 0.1% | TRIM −66% |
| 60 | SWKSSKYWORKS SOLUTIONS INC | 63,192 | $3M | 0.1% | ADD 149% |
| 61 | BHFBRIGHTHOUSE FINL INC | 55,000 | $3M | 0.1% | ADD 450% |
| 62 | DAY ONE BIOPHARMACEUTICALS I | 150,000 | $3M | 0.1% | NEW |
| 63 | ADTNADTRAN HOLDINGS INC | 235,188 | $3M | 0.1% | ADD 100% |
| 64 | LRCXLAM RESEARCH CORP | 13,212 | $3M | 0.1% | TRIM −99% |
| 65 | WBDWARNER BROS DISCOVERY INC | 100,800 | $3M | 0.1% | TRIM −80% |
| 66 | ARCELLX INC | 24,000 | $3M | 0.1% | NEW |
| 67 | QRVOQORVO INC | 35,454 | $3M | 0.1% | ADD 255% |
| 68 | XYLXYLEM INC | 21,844 | $3M | 0.1% | TRIM −94% |
| 69 | TECKTECK RESOURCES LTD | 49,012 | $3M | 0.1% | ADD 100% |
| 70 | MASIMASIMO CORP | 12,978 | $2M | 0.1% | NEW |
| 71 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,706 | $2M | 0.1% | TRIM −91% |
| 72 | NWENORTHWESTERN ENERGY GROUP IN | 34,226 | $2M | 0.1% | ADD 242% |
| 73 | CRUSCIRRUS LOGIC INC | 15,474 | $2M | 0.1% | HOLD |
| 74 | BEBLOOM ENERGY CORP | 16,200 | $2M | 0.1% | TRIM −72% |
| 75 | KLACKLA CORP | 1,488 | $2M | 0.1% | TRIM −98% |
| 76 | UNFUNIFIRST CORP MASS | 8,600 | $2M | 0.0% | NEW |
| 77 | CSG SYS INTL INC | 26,732 | $2M | 0.0% | TRIM −34% |
| 78 | PGPROCTER AND GAMBLE CO | 13,822 | $2M | 0.0% | TRIM −98% |
| 79 | AMATAPPLIED MATLS INC | 5,768 | $2M | 0.0% | TRIM −98% |
| 80 | CORCENCORA INC | 6,192 | $2M | 0.0% | TRIM −98% |
| 81 | SPGIS&P GLOBAL INC | 4,224 | $2M | 0.0% | TRIM −97% |
| 82 | HSHPHIMALAYA SHIPPING LTD | 132,860 | $2M | 0.0% | ADD 211% |
| 83 | DBRGDIGITALBRIDGE GROUP INC | 112,828 | $2M | 0.0% | ADD 276% |
| 84 | BABAALIBABA GROUP HLDG LTD | 13,582 | $2M | 0.0% | ADD 160% |
| 85 | APPAPPLOVIN CORP | 4,274 | $2M | 0.0% | TRIM −93% |
| 86 | SEALED AIR CORP NEW | 40,000 | $2M | 0.0% | NEW |
| 87 | CLEARWATER ANALYTICS HLDGS I | 69,916 | $2M | 0.0% | ADD 133% |
| 88 | STKLSUNOPTA INC | 231,610 | $2M | 0.0% | TRIM −72% |
| 89 | SITESITEONE LANDSCAPE SUPPLY INC | 10,816 | $1M | 0.0% | TRIM −87% |
| 90 | TTEKTETRA TECH INC NEW | 47,644 | $1M | 0.0% | TRIM −84% |
| 91 | AXTAAXALTA COATING SYS LTD | 50,000 | $1M | 0.0% | ADD 233% |
| 92 | EWEDWARDS LIFESCIENCES CORP | 16,782 | $1M | 0.0% | TRIM −98% |
| 93 | JPMJPMORGAN CHASE & CO | 4,554 | $1M | 0.0% | TRIM −99% |
| 94 | SLABSILICON LABORATORIES INC | 6,000 | $1M | 0.0% | TRIM −20% |
| 95 | WPMWHEATON PRECIOUS METALS CORP | 8,860 | $1M | 0.0% | TRIM −95% |
| 96 | MBLYMOBILEYE GLOBAL INC | 161,386 | $1M | 0.0% | ADD 68% |
| 97 | JHGJANUS HENDERSON GROUP PLC | 20,000 | $1M | 0.0% | NEW |
| 98 | TRI POINTE HOMES INC | 20,000 | $934,598 | 0.0% | NEW |
| 99 | SSTKSHUTTERSTOCK INC | 53,900 | $895,278 | 0.0% | ADD 100% |
| 100 | WMSADVANCED DRAIN SYS INC DEL | 6,510 | $892,716 | 0.0% | TRIM −31% |
| 101 | SEMSELECT MED HLDGS CORP | 53,730 | $875,260 | 0.0% | NEW |
| 102 | NATLNCR ATLEOS CORPORATION | 20,000 | $871,600 | 0.0% | NEW |
| 103 | KENNEDY-WILSON HOLDINGS INC | 80,200 | $867,764 | 0.0% | NEW |
| 104 | OLPXOLAPLEX HLDGS INC | 400,000 | $811,998 | 0.0% | NEW |
| 105 | PANWPALO ALTO NETWORKS INC | 4,390 | $703,790 | 0.0% | TRIM −99% |
| 106 | FLUSHING FINL CORP | 45,146 | $693,442 | 0.0% | NEW |
| 107 | CEGCONSTELLATION ENERGY CORP | 2,400 | $670,224 | 0.0% | ADD 100% |
| 108 | CATCATERPILLAR INC | 924 | $654,606 | 0.0% | TRIM −99% |
| 109 | MSCIMSCI INC | 1,180 | $636,024 | 0.0% | TRIM −98% |
| 110 | MELIMERCADOLIBRE INC | 352 | $607,996 | 0.0% | TRIM −100% |
| 111 | ON24 INC | 74,558 | $603,918 | 0.0% | NEW |
| 112 | RUNSUNRUN INC | 44,200 | $599,794 | 0.0% | ADD 100% |
| 113 | CNMCORE & MAIN INC | 10,798 | $533,420 | 0.0% | ADD 86% |
| 114 | ONON SEMICONDUCTOR CORP | 8,566 | $530,552 | 0.0% | TRIM −93% |
| 115 | ONESTREAM INC | 22,000 | $528,000 | 0.0% | NEW |
| 116 | DDOGDATADOG INC | 4,410 | $520,666 | 0.0% | TRIM −94% |
| 117 | BMIBADGER METER INC | 3,334 | $507,934 | 0.0% | TRIM −84% |
| 118 | MWAMUELLER WTR PRODS INC | 16,674 | $458,368 | 0.0% | TRIM −70% |
| 119 | ECLECOLAB INC | 1,698 | $451,700 | 0.0% | TRIM −97% |
| 120 | FSLRFIRST SOLAR INC | 2,200 | $434,148 | 0.0% | TRIM −96% |
| 121 | ZWSZURN ELKAY WATER SOLNS CORP | 9,664 | $433,332 | 0.0% | TRIM −49% |
| 122 | ETNEATON CORP PLC | 1,200 | $429,204 | 0.0% | HOLD |
| 123 | HWKNHAWKINS INC | 2,686 | $412,932 | 0.0% | TRIM −79% |
| 124 | LNKBLINKBANCORP INC | 49,054 | $409,110 | 0.0% | NEW |
| 125 | CLHCLEAN HARBORS INC | 1,348 | $386,512 | 0.0% | NEW |
| 126 | TMETENCENT MUSIC ENTMT GROUP | 39,590 | $367,576 | 0.0% | TRIM −98% |
| 127 | STNSTANTEC INC | 4,166 | $359,398 | 0.0% | TRIM −91% |
| 128 | VLTOVERALTO CORP | 3,956 | $349,788 | 0.0% | TRIM −99% |
| 129 | JNJJOHNSON & JOHNSON | 1,420 | $347,102 | 0.0% | TRIM −100% |
| 130 | FERGFERGUSON ENTERPRISES INC | 1,474 | $343,824 | 0.0% | TRIM −96% |
| 131 | WTSWATTS WATER TECHNOLOGIES INC | 1,126 | $326,866 | 0.0% | TRIM −95% |
| 132 | ACLSAXCELIS TECHNOLOGIES INC | 3,430 | $319,470 | 0.0% | NEW |
| 133 | FELEFRANKLIN ELEC INC | 3,454 | $318,182 | 0.0% | TRIM −34% |
| 134 | UNHUNITEDHEALTH GROUP INC | 1,156 | $312,754 | 0.0% | TRIM −100% |
| 135 | BNYBANK NEW YORK MELLON CORP | 2,632 | $312,230 | 0.0% | TRIM −99% |
| 136 | LNNLINDSAY CORP | 2,578 | $306,962 | 0.0% | NEW |
| 137 | NXPINXP SEMICONDUCTORS N V | 1,555 | $306,117 | 0.0% | TRIM −15% |
| 138 | CSCOCISCO SYS INC | 3,920 | $304,060 | 0.0% | TRIM −100% |
| 139 | LNSRLENSAR INC | 50,710 | $302,230 | 0.0% | HOLD |
| 140 | RBRKRUBRIK INC. | 6,000 | $293,820 | 0.0% | ADD 100% |
| 141 | ERIIENERGY RECOVERY INC | 29,488 | $291,636 | 0.0% | TRIM −17% |
| 142 | PNRPENTAIR PLC | 3,168 | $275,964 | 0.0% | TRIM −79% |
| 143 | GGGGRACO INC | 3,142 | $265,966 | 0.0% | TRIM −99% |
| 144 | GILDGILEAD SCIENCES INC | 1,870 | $260,524 | 0.0% | TRIM −100% |
| 145 | VRSNVERISIGN INC | 1,048 | $260,324 | 0.0% | TRIM −99% |
| 146 | ITRIITRON INC | 2,858 | $256,334 | 0.0% | TRIM −65% |
| 147 | BKNGBOOKING HOLDINGS INC | 1,514 | $254,830 | 0.0% | TRIM −95% |
| 148 | AITAPPLIED INDL TECHNOLOGIES IN | 960 | $254,706 | 0.0% | NEW |
| 149 | BMYBRISTOL-MYERS SQUIBB CO | 4,142 | $251,208 | 0.0% | TRIM −100% |
| 150 | ORLYOREILLY AUTOMOTIVE INC | 2,552 | $235,572 | 0.0% | TRIM −99% |
| 151 | QCOMQUALCOMM INC | 1,784 | $229,578 | 0.0% | TRIM −100% |
| 152 | VMIVALMONT INDS INC | 570 | $227,754 | 0.0% | NEW |
| 153 | VRTVERTIV HOLDINGS CO | 886 | $221,978 | 0.0% | TRIM −99% |
| 154 | NLYANNALY CAPITAL MANAGEMENT IN | 10,490 | $221,860 | 0.0% | TRIM −95% |
| 155 | HIGHARTFORD INSURANCE GROUP INC | 1,622 | $219,338 | 0.0% | TRIM −100% |
| 156 | DOVDOVER CORP | 982 | $204,696 | 0.0% | TRIM −96% |
| 157 | HLTHILTON WORLDWIDE HLDGS INC | 672 | $204,340 | 0.0% | TRIM −100% |
| 158 | PCTPURECYCLE TECHNOLOGIES INC | 30,140 | $156,728 | 0.0% | ADD 96% |
| 159 | TDUPTHREDUP INC | 42,384 | $139,018 | 0.0% | ADD 96% |
| 160 | TASKTASKUS INC | 20,000 | $134,200 | 0.0% | ADD 100% |
| 161 | MOMOHELLO GROUP INC | 20,000 | $115,398 | 0.0% | ADD 100% |
| 162 | TTECTTEC HLDGS INC | 16,252 | $40,630 | 0.0% | NEW |
| 163 | SVASINOVAC BIOTECH LTD | 80,000 | $0 | 0.0% | ADD 100% |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP | 3.0M | 3.1M | 3.7M | 3.8M | 3.8M | 2.1M | $763M |
| NVDANVIDIA CORPORATION | 12.3M | 10.4M | 10.6M | 12.1M | 11.1M | 3.6M | $619M |
| AMZNAMAZON COM INC | 5.3M | 5.3M | 5.6M | 4.4M | 4.5M | 2.8M | $576M |
| AAPLAPPLE INC | 5.7M | 4.7M | 5.3M | 5.3M | 5.0M | 1.1M | $286M |
| GOOGLALPHABET INC | 2.9M | 2.8M | 2.7M | 2.6M | 2.6M | 911K | $262M |
| METAMETA PLATFORMS INC | 1.1M | 1.2M | 1.0M | 972K | 970K | 400K | $229M |
| AVGOBROADCOM INC | 1.8M | 2.0M | 2.3M | 2.1M | 2.2M | 720K | $223M |
| MCDMCDONALDS CORP | 145K | 146K | 387K | 382K | 379K | 480K | $149M |
| TSLATESLA INC | 952K | 1.2M | 1.1M | 782K | 789K | 393K | $146M |
| IBMINTERNATIONAL BUSINESS MACHS | 211K | 216K | 395K | 388K | 429K | 385K | $93M |
| SYKSTRYKER CORPORATION | 166K | 323K | 352K | 348K | 420K | 255K | $84M |
| BACBANK AMERICA CORP | 1.4M | 1.8M | 2.0M | 1.8M | 1.9M | 1.5M | $74M |
| GOOGALPHABET INC | 1.5M | 1.5M | 1.4M | 1.9M | 1.4M | 253K | $73M |
| INTCINTEL CORP | 1.6M | 1.6M | 1.7M | 1.6M | 1.6M | 1.5M | $67M |
| GDGENERAL DYNAMICS CORP | — | — | — | 91K | 91K | 182K | $62M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Where this firm's principals came from and which firms its alumni went on to found.