CIK 2005403
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 |
|---|---|---|---|
| Allen, Thomas, James | DIRECTOR, INVESTMENT ANALYST AND PORTFOLIO MANAGER | 2020-06 | <5% ·◆ |
| Desai, Rahul, Madhav | DIRECTOR, INVESTMENT ANALYST AND PORTFOLIO MANAGER | 2020-06 | <5% ·◆ |
| Devani, Kavita, NMN | CHIEF COMPLIANCE OFFICER | 2026-05 | <5% ·◆ |
| LONGAN, DANIEL, JOHN DAVID | DIRECTOR | 2023-02 | <5% ·◆ |
| MACOUN, IAN, NMN | DIRECTOR | 2019-11 | <5% ·◆ |
| SWARUP, ASHISH, NMN | DIRECTOR, MANAGING DIRECTOR, INVESTMENT ANALYST AND PORTFOLIO MANAGER | 2020-06 | <5% ·◆ |
| Summers, Michael, NMN |
| HEAD OF BUSINESS OPERATIONS & TRADING |
| 2020-07 |
| <5% ·◆ |
| PINNACLE INVESTMENT MANAGEMENT LIMITEDentity | SHAREHOLDER | 2020-07 | 25–50% ·◆ |
| USHA EQUITY HOLDINGS LIMITEDentity | SHAREHOLDER | 2020-07 | 25–50% ·◆ |
| LTDentity | SHAREHOLDER | 2020-07 | 10–25% |
| TI88 LIMITEDentity | SHAREHOLDER | 2020-07 | 10–25% |
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) |
|---|---|---|---|
| IHLENFELDT, ALEXANDER, NMN | DIRECTOR | 2022-09 | — 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.
