CIK 1799456
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 |
|---|---|---|---|
| ANDERSEN, MARC, PATRICK | MANAGING MEMBER, CO-CEO | 2016-07 | <5% ·◆ |
| ARNOLD, LAURA, KATHRYN | CFO/COO/CCO | 2022-02 | <5% ·◆ |
| CARPENTER, PAUL, JUSTIN | CO-CEO, CO- PORTFOLIO MANAGER | 2016-07 | <5% ·◆ |
| MARC P. ANDERSEN 2016 IRREVOCABLE TRUSTentity | MEMBER | 2016-06 | 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.
