CIK 1767366
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) |
|---|---|---|---|
| BOMSTEIN, BRIAN, ERIC | CHIEF LEGAL OFFICER / DIRECTOR / CHIEF COMPLIANCE OFFICER · CHIEF LEGAL OFFICER / DIRECTOR | 2024-11 | — not seen at a tracked firm |
| Magee, Michael, Joseph | CHIEF FINANCIAL OFFICER · CO-CHIEF FINANCIAL OFFICER | 2024-11 | — not seen at a tracked firm |
| WALDMAN, STUART | MANAGING DIRECTOR | 2023-02 | — not seen at a tracked firm |
| O'NEIL, SEAN, BRADLEY | CO-CHIEF FINANCIAL OFFICER / DIRECTOR · CHIEF FINANCIAL OFFICER / DIRECTOR | 2022-03 | — not seen at a tracked firm |
| DIRECTOR |
| 2018-08 |
| — not seen at a tracked firm |
| FISCHER, JOHN, HOPKINS | CHIEF FINANCIAL OFFICER / DIRECTOR | 2015-08 | — not seen at a tracked firm |
| CHU, CHINH, EDWARD | DIRECTOR | 2014-11 | — not seen at a tracked firm |
| EL GABBANI, NADIM | DIRECTOR | 2014-11 | — not seen at a tracked firm |
| NAGLER, ELI, ANDREW | DIRECTOR | 2014-11 | — not seen at a tracked firm |
| BARRY, BRIAN | CHIEF COMPLIANCE OFFICER | 2014-08 | — not seen at a tracked firm |
| BRAND, MARTIN, JOHANNES | DIRECTOR | 2014-05 | — not seen at a tracked firm |
| SHAH, ARJUN, ASHOK | DIRECTOR | 2013-07 | — not seen at a tracked firm |
| PONDOLFI, ROBERT | CHIEF COMPLIANCE OFFICER | 2012-09 | — 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.
