CIK 1859434
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q1. 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 (2024-Q2). 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) |
|---|---|---|---|
| HUNTER, SCOT, LAURENCE | CO-FOUNDER AND CHIEF STRATEGIC OFFICER · FOUNDER AND CHIEF STRATEGIC OFFICER · FOUNDER | 2024-03 | — not seen at a tracked firm |
| BUDELMAN, ALLAN, MICHAEL | CO-FOUNDER AND CHIEF EXECUTIVE OFFICER · CHIEF EXECUTIVE OFFICER | 2024-03 | — not seen at a tracked firm |
| BUDELMAN, MELISSA, JO | CHIEF COMPLIANCE OFFICER | 2024-03 | — not seen at a tracked firm |
| STOLOFF, KEITH, DAVID | SENIOR CLIENT ADVISER AND PARTNER · DIRECTOR AND SENIOR CLIENT ADVISER AND PARTNER | 2024-03 | — not seen at a tracked firm |
| SMITH, COLM, FRANCIS | PARTNER HEAD OF RESEARCH | 2024-03 | — 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.
