CIK 1730813
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 |
|---|---|---|---|
| FRANCIS, KIRK, WARREN | MEMBER | 2017-02 | 10–25% ·◆ |
| GURWITZ, BENJAMIN, DAVID | CEO/TRUSTEE | 2025-09 | <5% ·◆ |
| NOURIE, KIMBERLY, ANN | MEMBER | 2025-12 | 5–10% |
| MORRIS, NATHANIEL, ADAM | CCO | 2025-09 | <5% |
| BEN GURWITZ LIVING TRUSTentity | MEMBER | 2025-04 | 50–75% |
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.
