CIK 1767513
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 |
|---|---|---|---|
| KADOMATSU, MARC, MASAO | MANAGING PARTNER | 2020-06 | 10–25% ·◆ |
| Kellar, William, Joseph | PARTNER | 2022-07 | 10–25% ·◆ |
| NELSON, ANDREW, WIEMER | MANAGING PARTNER | 2020-06 | 10–25% ·◆ |
| Gladhill, Andrew, Richard | PARTNER/CHIEF COMPLIANCE OFFICER | 2023-01 | 5–10% ·◆ |
| NOVAK, JILL | PARTNER; CHIEF PEOPLE OFFICER | 2002-01 | 5–10% ·◆ |
| FISHER, PETER, RAY | RETIRED | 2004-09 | 10–25% |
| Bell, Maria, Lucia Genevieve | PARTNER | 2023-01 | 5–10% |
| Pearce, Austin, Jesse |
| PARTNER |
| 2026-01 |
| 5–10% |
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) |
|---|---|---|---|
| Jones, Amber, Elizabeth | CHIEF FINANCIAL OFFICER | 2021-10 | — not seen at a tracked firm |
| ANDERSON, DIRK, D | PRINCIPAL MANAGING MEMBER | 2015-08 | — 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.
