CIK 1608126
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 |
|---|---|---|---|
| WAGNER, HERBERT, SCHWIND | MANAGING PARTNER (CHIEF EXECUTIVE OFFICER) | 2013-03 | 50–75% ·◆ |
| WAGNER, CHARLOTTE, CRAMER | LIMITED PARTNER | 2013-03 | 25–50% ·◆ |
| CAFLISCH, TIMOTHY, STEPHEN | PARTNER | 2020-02 | <5% ·◆ |
| LEFKOWITZ, STEVEN, LAURENCE | PARTNER AND PRESIDENT | 2013-06 | <5% ·◆ |
| STOLLER, ERIN, BURKE | PARTNER & CHIEF FINANCIAL OFFICER | 2023-02 | <5% ·◆ |
| VEZINA, STACY, LYNN | CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER | 2014-02 | <5% ·◆ |
| LEE, CHANG WON |
| 2026-01 |
| <5% |
| FPCAP LLCentity | GENERAL PARTNER | 2013-03 | <5% ·◆ |
| BRATTLE HOLDINGS LLCentity | LIMITED PARTNER | 2014-07 | 10–25% |
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) |
|---|---|---|---|
| NORDHAUS, REBECCA | PARTNER AND CO-CHIEF OPERATING OFFICER · PARTNER · CHIEF ADMINISTRATIVE OFFICER | 2023-03 | Stockbridge Partners LLC |
| KOSLOSKY, KEVIN | PARTNER | 2021-03 | — 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.
