CIK 1832568
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.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Software | 94.22% | 4 |
| Unclassified | 5.78% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | GTM | ZoomInfo Technologies Inc. | Information Technology | 33.92% |
| 2 | APPN | APPIAN CORP | Information Technology | 31.17% |
| 3 | NICE | NICE Ltd. | Information Technology | 24.48% |
| 4 | MNDY | MONDAY COM LTD | Unclassified | 5.78% |
| 5 | DOMO | DOMO, INC. | Information Technology | 4.66% |
4/5 names classified · sector 94.2% of weight · industry 94.2% · mkt cap 69.7%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 94.2% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 65.1% of book weight (2/5 names) · unclassified 34.9%: NICE, MNDY, DOMO. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| GTMZOOMINFO TECHNOLOGIES INC | 4.1M | 5.9M | 7.3M | 8.1M | 9.6M | 17.2M | $103M |
| APPNAPPIAN CORP | — | — | 11K | — | — | 3.9M | $94M |
| NICENICE LTD | — | — | — | — | 886K | 673K | $74M |
| MNDYMONDAY COM LTD | — | — | — | — | — | 254K | $18M |
| DOMODOMO INC | 2.2M | 2.1M | 218K | 32K | 3.6M | 4.6M | $14M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
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