CIK 1989031
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 |
|---|---|---|---|
| OKIMOTO, KEVIN, JUN | FOUNDER (07/2010) & TRUSTEE (04/2011) | 2010-07 | 25–50% ·◆ |
| THOMPSON, MARK, GORDON | MEMBER & FOUNDER | 2010-07 | 25–50% ·◆ |
| WHITCHER, DAVID, SCOTT | MEMBER & FOUNDER | 2010-07 | 25–50% ·◆ |
| MILLER, CARRIE, LYNNE | MEMBER | 2014-06 | 10–25% ·◆ |
| ZIPFEL, KRIST, SUE | CHIEF COMPLIANCE OFFICER | 2023-08 | <5% ·◆ |
| OKIMOTO FAMILY TRUST DTD 4/6/2011entity | MEMBER | 2011-04 | 25–50% ·◆ |
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.
