nVerses Capital, LLC

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CIK 2011399

13F portfolio (2026-Q1)

$110M

Positions

348

Implied 1Y CAGR

modeled · as filed

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.

Implied return what this book implies · modeled, not advice methodology →

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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.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

348

Top 5

3.5%

Top 10

6.9%

Effective N

275.6

HHI

0.004

This quarter

297 new · 0 exit →

By sector

Information Technology17.9%

Industrials17.8%

Financials13.7%

Health Care12.6%

Consumer Discretionary11.6%

Materials7.1%

Utilities6.4%

Unclassified5.4%

Other7.7%

By market cap

Large ($10–200B)45.2%

Mid ($2–10B)30.6%

Small ($300M–2B)13.2%

Unknown7.3%

Mega (>$200B)2.6%

Micro (<$300M)1.2%

By region

North America94.4%

Other5.4%

Latin America0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Banks	6.57%	25
Software	6.39%	21
Utilities	6.37%	18
Machinery	5.88%	19
Unclassified	5.86%	24
Pharmaceuticals & Biotechnology	4.94%	25
Commercial Services & Supplies	4.59%	19
Technology Hardware & Equipment	4.48%	13
Health Care Equipment & Supplies	4.31%	12
Insurance	4.18%	12
Software & IT Services	4.16%	17
Chemicals	4.04%	13
Specialty Retail	2.81%	11
Construction & Engineering	2.67%	7
Oil, Gas & Consumable Fuels	2.39%	10
Capital Markets	2.29%	6
Health Care Providers & Services	2.21%	8
Distributors	2.16%	6
Metals & Mining	2.01%	8
Aerospace & Defense	2.00%	7
Hotels, Restaurants & Leisure	1.98%	6
Textiles, Apparel & Luxury Goods	1.96%	6
Food Products	1.56%	5
Automobiles & Components	1.50%	5
Marine	1.30%	5
Semiconductors & Semiconductor Equipment	1.25%	5
Diversified Consumer Services	1.14%	5
Entertainment	1.12%	3
Life Sciences Tools & Services	1.11%	3
Electrical Equipment & Components	0.89%	2
Real Estate Management & Development	0.78%	3
Beverages	0.75%	2
Communications Equipment	0.70%	2
Construction Materials	0.70%	2
Professional Services	0.63%	2
Media & Entertainment	0.54%	2
Transportation Infrastructure	0.53%	2
Airlines	0.40%	2
Paper & Forest Products	0.33%	2
Food & Staples Retailing	0.24%	1
Media & Publishing	0.23%	1
Diversified Telecommunication Services	0.07%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	LRCX	LAM RESEARCH CORP	Industrials	0.72%
2	ALLY	Ally Financial Inc.	Financials	0.71%
3	FIX	COMFORT SYSTEMS USA INC	Industrials	0.71%
4	ISRG	INTUITIVE SURGICAL INC	Health Care	0.71%
5	CTAS	CINTAS CORP	Consumer Discretionary	0.71%
6	OBDC	BLUE OWL CAPITAL CORPORATION	Unclassified	0.70%
7	SYK	STRYKER CORP	Health Care	0.68%
8	JEF	Jefferies Financial Group Inc.	Financials	0.68%
9	ATMU	Atmus Filtration Technologies Inc.	Consumer Discretionary	0.65%
10	TEN	TSAKOS ENERGY NAVIGATION LTD	Unclassified	0.65%

325/348 names classified · sector 94.6% of weight · industry 94.1% · mkt cap 92.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 5 quarters

Information TechnologyANET, NTAP, PAGS, UPWK, FRSH · other

IndustrialsLRCX, EFX, EXPE, XYL, FIS · other

FinancialsCNC, NDAQ, ALHC, BX, FAF · other

Consumer DiscretionaryTSCO, SHW, YUM, PAG, CTAS · other

Health CareISRG, ADMA, LQDA, AUPH, MDXG · other

MaterialsEL, RPM, IP, LYB, CSTM · other

UtilitiesXEL, CMS, POR, BKH, WMB · other

Consumer StaplesMNST, ADM, TSN, CELH, DAR · other

Communication ServicesLBRDK, NFLX, FOXA, BATRK, OMC · other

EnergyMPC, RIG, SD, RES, HP · other

Real EstateNMRK, CBRE, AGNT, RMAX, CMTG · other

UnclassifiedCION, TEN, OBDC, RWAY, CPA · other

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: 94.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (253 classified)nVerses Capital, LLC centroid (Small Core)

IndustrialsInformation TechnologyFinancialsConsumer DiscretionaryHealth CareUtilitiesMaterialsConsumer StaplesEnergyCommunication ServicesReal Estate

Style box summary for nVerses Capital, LLC: centroid Small Core. Heaviest cells: Small Core 20.3%, Small Growth 15.3%, Small Value 9.8%.

Classified: 80.4% of book weight (253/348 names) · unclassified 19.6%: OBDC, TEN, FSK, RIG, CLF, SBLK, RBLX, APG, WMG, OZK +85 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 348 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	LRCXLAM RESEARCH CORP	3,693	$789,046	0.7%	ADD 89%
2	ALLYALLY FINL INC	19,918	$781,383	0.7%	NEW
3	FIXCOMFORT SYS USA INC	565	$779,129	0.7%	NEW
4	ISRGINTUITIVE SURGICAL INC	1,688	$778,151	0.7%	ADD 256%
5	CTASCINTAS CORP	4,595	$777,198	0.7%	NEW
6	OBDCBLUE OWL CAPITAL CORPORATION	69,219	$765,562	0.7%	NEW
7	SYKSTRYKER CORPORATION	2,290	$752,471	0.7%	NEW
8	JEFJEFFERIES FINL GROUP INC	18,158	$749,380	0.7%	NEW
9	ATMUATMUS FILTRATION TECHNOLOGIE	12,615	$716,153	0.7%	NEW
10	TENTSAKOS ENERGY NAVIGATION LTD	18,006	$710,516	0.6%	NEW
11	DOCUDOCUSIGN INC	14,682	$696,073	0.6%	NEW
12	ATENA10 NETWORKS INC	29,119	$673,231	0.6%	NEW
13	DPZDOMINOS PIZZA INC	1,864	$668,784	0.6%	NEW
14	ANETARISTA NETWORKS INC	5,333	$654,785	0.6%	ADD 85%
15	CINFCINCINNATI FINL CORP	4,153	$653,474	0.6%	NEW
16	DARDARLING INGREDIENTS INC	10,501	$649,486	0.6%	NEW
17	BOOTBOOT BARN HLDGS INC	4,198	$614,419	0.6%	NEW
18	PHPARKER-HANNIFIN CORP	681	$609,658	0.6%	NEW
19	DTEDTE ENERGY CO	4,122	$602,718	0.5%	NEW
20	AAGILENT TECHNOLOGIES INC	5,284	$602,270	0.5%	NEW
21	EGEVEREST GROUP LTD	1,839	$601,077	0.5%	NEW
22	VLTOVERALTO CORP	6,797	$600,990	0.5%	NEW
23	LENLENNAR CORP	6,916	$600,585	0.5%	NEW
24	FEFIRSTENERGY CORP	11,771	$596,318	0.5%	NEW
25	KMIKINDER MORGAN INC DEL	17,771	$595,861	0.5%	NEW
26	ARLOARLO TECHNOLOGIES INC	40,958	$582,832	0.5%	NEW
27	FFBCFIRST FINL BANCORP OH	20,873	$581,939	0.5%	NEW
28	ITWILLINOIS TOOL WKS INC	2,218	$577,323	0.5%	ADD 71%
29	FSKFS KKR CAP CORP	55,620	$566,211	0.5%	NEW
30	ADTNADTRAN HOLDINGS INC	44,853	$564,250	0.5%	NEW
31	LHLABCORP HOLDINGS INC	2,074	$553,363	0.5%	NEW
32	AAPLAPPLE INC	2,154	$546,663	0.5%	NEW
33	SFSTIFEL FINL CORP	7,354	$543,607	0.5%	NEW
34	RIGTRANSOCEAN LTD	81,926	$543,169	0.5%	ADD 189%
35	CLFCLEVELAND-CLIFFS INC NEW	64,167	$542,211	0.5%	NEW
36	WTSWATTS WATER TECHNOLOGIES INC	1,865	$541,390	0.5%	NEW
37	GRNDGRINDR INC	44,749	$541,015	0.5%	NEW
38	MLMMARTIN MARIETTA MATLS INC	916	$539,230	0.5%	NEW
39	VVVVALVOLINE INC	16,002	$538,947	0.5%	NEW
40	OTISOTIS WORLDWIDE CORP	6,976	$537,710	0.5%	ADD 123%
41	AITAPPLIED INDL TECHNOLOGIES IN	2,008	$532,762	0.5%	NEW
42	GILDGILEAD SCIENCES INC	3,793	$528,630	0.5%	NEW
43	ALRMALARM COM HLDGS INC	12,077	$521,605	0.5%	NEW
44	PODDINSULET CORP	2,464	$517,045	0.5%	NEW
45	STXSEAGATE TECHNOLOGY HLDNGS PL	1,313	$514,380	0.5%	NEW
46	OGSONE GAS INC	5,910	$509,028	0.5%	NEW
47	NFGNATIONAL FUEL GAS CO	5,372	$504,753	0.5%	NEW
48	ECVTECOVYST INC	39,049	$502,170	0.5%	NEW
49	SBLKSTAR BULK CARRIERS CORP.	21,851	$501,917	0.5%	NEW
50	RBLXROBLOX CORP	8,827	$499,255	0.5%	NEW
51	NOWSERVICENOW INC	4,769	$498,598	0.5%	NEW
52	APGAPI GROUP CORP	12,169	$493,087	0.4%	NEW
53	AMPAMERIPRISE FINL INC	1,102	$489,728	0.4%	NEW
54	GRMNGARMIN LTD	2,105	$488,381	0.4%	NEW
55	RMDRESMED INC	2,164	$485,774	0.4%	ADD 94%
56	EXLSEXLSERVICE HOLDINGS INC	15,861	$482,967	0.4%	NEW
57	CNPCENTERPOINT ENERGY INC	11,188	$482,874	0.4%	NEW
58	WMGWARNER MUSIC GROUP CORP	18,822	$480,713	0.4%	NEW
59	LVSLAS VEGAS SANDS CORP	8,892	$479,100	0.4%	NEW
60	RCLROYAL CARIBBEAN GROUP	1,728	$475,511	0.4%	NEW
61	OZKBANK OZK LITTLE ROCK ARK	10,244	$470,097	0.4%	ADD 96%
62	DUKDUKE ENERGY CORP NEW	3,554	$465,360	0.4%	NEW
63	EVRGEVERGY INC	5,518	$452,034	0.4%	NEW
64	RVTYREVVITY INC	5,151	$451,279	0.4%	NEW
65	SCCOSOUTHERN COPPER CORP	2,615	$449,936	0.4%	NEW
66	OSWONESPAWORLD HOLDINGS LIMITED	19,591	$449,613	0.4%	ADD 94%
67	MTHMERITAGE HOMES CORP	7,268	$449,453	0.4%	NEW
68	DRIDARDEN RESTAURANTS INC	2,290	$448,931	0.4%	NEW
69	CLCOLGATE PALMOLIVE CO	5,251	$447,542	0.4%	NEW
70	CORCENCORA INC	1,419	$445,764	0.4%	NEW
71	HAYWHAYWARD HLDGS INC	33,293	$445,460	0.4%	ADD 78%
72	HLTHILTON WORLDWIDE HLDGS INC	1,451	$441,220	0.4%	NEW
73	WWDWOODWARD INC	1,232	$440,957	0.4%	NEW
74	SPOTSPOTIFY TECHNOLOGY S A	909	$440,783	0.4%	NEW
75	DOCSDOXIMITY INC	18,907	$440,533	0.4%	NEW
76	CRBGCOREBRIDGE FINL INC	18,302	$436,685	0.4%	ADD 164%
77	BOXBOX INC	18,375	$434,384	0.4%	NEW
78	RPRXROYALTY PHARMA PLC	8,978	$430,674	0.4%	NEW
79	OSBCOLD SECOND BANCORP INC ILL	21,243	$428,258	0.4%	NEW
80	APPAPPLOVIN CORP	1,074	$427,452	0.4%	ADD 195%
81	CHDCHURCH & DWIGHT CO INC	4,547	$424,326	0.4%	NEW
82	LQDALIQUIDIA CORPORATION	11,237	$424,084	0.4%	ADD 16%
83	GTGOODYEAR TIRE & RUBR CO	63,778	$422,848	0.4%	NEW
84	PEPPEPSICO INC	2,714	$421,457	0.4%	NEW
85	ZTSZOETIS INC	3,500	$413,735	0.4%	NEW
86	APHAMPHENOL CORP	3,274	$413,669	0.4%	NEW
87	VCELVERICEL CORP	12,842	$413,127	0.4%	NEW
88	NTRANATERA INC	2,057	$411,379	0.4%	NEW
89	RDNRADIAN GROUP INC	12,425	$411,019	0.4%	NEW
90	ALLEALLEGION PLC	2,822	$410,008	0.4%	NEW
91	JXNJACKSON FINANCIAL INC	3,876	$409,770	0.4%	NEW
92	ABGASBURY AUTOMOTIVE GROUP INC	2,096	$409,579	0.4%	NEW
93	SCISERVICE CORP INTL	4,960	$409,249	0.4%	NEW
94	TAPMOLSON COORS BEVERAGE CO	9,497	$408,940	0.4%	NEW
95	CDNSCADENCE DESIGN SYSTEM INC	1,465	$407,079	0.4%	NEW
96	ACMAECOM	4,789	$406,202	0.4%	NEW
97	ZSZSCALER INC	2,878	$403,754	0.4%	NEW
98	TDGTRANSDIGM GROUP INC	345	$399,841	0.4%	NEW
99	PEBOPEOPLES BANCORP INC	12,149	$399,337	0.4%	NEW
100	LINLINDE PLC	804	$398,591	0.4%	NEW
101	ETNEATON CORP PLC	1,084	$387,714	0.4%	NEW
102	METMETLIFE INC	5,479	$387,474	0.4%	NEW
103	ECLECOLAB INC	1,449	$385,462	0.4%	NEW
104	QTWOQ2 HLDGS INC	8,120	$384,075	0.3%	NEW
105	CXMSPRINKLR INC	63,944	$383,664	0.3%	ADD 222%
106	GGGGRACO INC	4,499	$380,840	0.3%	NEW
107	EEFTEURONET WORLDWIDE INC	5,693	$377,844	0.3%	NEW
108	GXOGXO LOGISTICS INCORPORATED	7,269	$376,897	0.3%	NEW
109	TILEINTERFACE INC	15,071	$375,569	0.3%	NEW
110	MBLYMOBILEYE GLOBAL INC	54,612	$375,184	0.3%	NEW
111	ROSTROSS STORES INC	1,731	$374,986	0.3%	NEW
112	PLOWDOUGLAS DYNAMICS INC	8,872	$373,422	0.3%	TRIM −2%
113	INVAINNOVIVA INC	15,888	$370,190	0.3%	NEW
114	WDCWESTERN DIGITAL CORP	1,366	$369,489	0.3%	NEW
115	APPFAPPFOLIO INC	2,338	$368,983	0.3%	NEW
116	ORAORMAT TECHNOLOGIES INC	3,278	$366,873	0.3%	NEW
117	IVZINVESCO LTD	15,009	$364,568	0.3%	NEW
118	UNMUNUM GROUP	4,990	$364,419	0.3%	NEW
119	NUENUCOR CORP	2,148	$363,226	0.3%	NEW
120	TMDXTRANSMEDICS GROUP INC	3,644	$362,250	0.3%	NEW
121	CBRECBRE GROUP INC	2,654	$359,510	0.3%	NEW
122	HTOH2O AMERICA	6,087	$357,124	0.3%	NEW
123	IDAIDACORP INC	2,488	$355,709	0.3%	NEW
124	BSXBOSTON SCIENTIFIC CORP	5,613	$352,215	0.3%	NEW
125	WAFDWAFD INC	11,199	$351,648	0.3%	NEW
126	GEHCGE HEALTHCARE TECHNOLOGIES I	4,929	$350,846	0.3%	NEW
127	MZTIMARZETTI COMPANY	2,514	$347,761	0.3%	NEW
128	PAGSPAGSEGURO DIGITAL LTD	34,617	$346,862	0.3%	TRIM −13%
129	AMPHAMPHASTAR PHARMACEUTICALS IN	17,685	$346,449	0.3%	NEW
130	LAURLAUREATE EDUCATION INC	9,932	$346,030	0.3%	NEW
131	NMRKNEWMARK GROUP INC	23,028	$345,189	0.3%	NEW
132	LXULSB INDS INC	23,165	$345,158	0.3%	NEW
133	INDVINDIVIOR PHARMACEUTICALS INC COM	11,213	$341,772	0.3%	NEW
134	FNFFIDELITY NATL FINL INC	7,357	$341,217	0.3%	NEW
135	WWWWOLVERINE WORLD WIDE INC	20,856	$340,369	0.3%	NEW
136	GWWWW GRAINGER INC	308	$335,969	0.3%	NEW
137	CARTMAPLEBEAR INC	8,875	$332,457	0.3%	NEW
138	XELXCEL ENERGY INC	4,119	$327,213	0.3%	TRIM −7%
139	NINISOURCE INC	6,981	$325,733	0.3%	NEW
140	PLTRPALANTIR TECHNOLOGIES INC	2,225	$325,473	0.3%	ADD 83%
141	AWKAMERICAN WTR WKS CO INC NEW	2,381	$324,030	0.3%	NEW
142	TXRHTEXAS ROADHOUSE INC	1,962	$324,004	0.3%	NEW
143	WABWABTEC	1,289	$322,133	0.3%	NEW
144	KBHKB HOME	6,206	$321,160	0.3%	NEW
145	FDUSFIDUS INVT CORP	18,039	$314,239	0.3%	NEW
146	MDLZMONDELEZ INTL INC	5,425	$312,697	0.3%	NEW
147	FTITECHNIPFMC PLC	4,508	$311,638	0.3%	NEW
148	HSTMHEALTHSTREAM INC	14,768	$305,845	0.3%	NEW
149	EFXEQUIFAX INC	1,694	$305,038	0.3%	TRIM −7%
150	DHRDANAHER CORP DEL	1,600	$303,360	0.3%	NEW
151	KFYKORN FERRY INTL	4,797	$301,971	0.3%	NEW
152	CDNACAREDX INC	17,350	$301,196	0.3%	NEW
153	RSIRUSH STREET INTERACTIVE INC	13,842	$301,063	0.3%	NEW
154	CVXCHEVRON CORP NEW	1,449	$299,798	0.3%	NEW
155	GDGENERAL DYNAMICS CORP	872	$299,287	0.3%	ADD 11%
156	BKEBUCKLE INC	5,900	$297,124	0.3%	NEW
157	PRIPRIMERICA INC	1,186	$297,069	0.3%	ADD 24%
158	ARCTARCTURUS THERAPEUTICS HLDGS	38,236	$295,181	0.3%	ADD 67%
159	LYTSLSI INDS INC OHIO	15,830	$294,438	0.3%	NEW
160	LPGDORIAN LPG LTD	8,560	$292,752	0.3%	TRIM −26%
161	PTCPTC INC	2,054	$292,674	0.3%	NEW
162	FCFFIRST COMWLTH FINL CORP PA	16,629	$292,337	0.3%	NEW
163	CRAICRA INTL INC	1,801	$291,545	0.3%	NEW
164	RDDTREDDIT INC	2,158	$290,574	0.3%	NEW
165	ALBALBEMARLE CORP	1,607	$288,504	0.3%	NEW
166	FASTFASTENAL CO	6,215	$288,376	0.3%	NEW
167	CRDOCREDO TECHNOLOGY GROUP HOLDI	3,069	$288,087	0.3%	NEW
168	IEXIDEX CORP	1,518	$287,736	0.3%	NEW
169	HAFCHANMI FINL CORP	10,846	$285,900	0.3%	NEW
170	CVLTCOMMVAULT SYS INC	3,663	$285,311	0.3%	NEW
171	ENSGENSIGN GROUP INC	1,415	$285,122	0.3%	NEW
172	RALRALLIANT CORP	6,815	$283,435	0.3%	NEW
173	MARMARRIOTT INTL INC NEW	862	$281,934	0.3%	NEW
174	POSTPOST HLDGS INC	2,840	$280,762	0.3%	NEW
175	SMCISUPER MICRO COMPUTER INC	12,286	$279,752	0.3%	NEW
176	PRGOPERRIGO CO PLC	26,033	$279,594	0.3%	NEW
177	SFNCSIMMONS FIRST NATL CORP	14,272	$277,590	0.3%	NEW
178	MMSIMERIT MED SYS INC	4,027	$277,581	0.3%	NEW
179	LEALEAR CORP	2,277	$275,699	0.3%	NEW
180	EMEEMCOR GROUP INC	373	$275,389	0.3%	NEW
181	LYFTLYFT INC	20,665	$274,844	0.2%	NEW
182	BZHBEAZER HOMES USA INC	14,243	$274,035	0.2%	NEW
183	AALAMERICAN AIRLS GROUP INC	25,475	$273,601	0.2%	NEW
184	TTCTORO CO	2,917	$272,564	0.2%	NEW
185	LULULULULEMON ATHLETICA INC	1,776	$271,905	0.2%	NEW
186	PNRPENTAIR PLC	3,115	$271,347	0.2%	HOLD
187	ABNBAIRBNB INC	2,143	$270,618	0.2%	NEW
188	NXQUANEX BLDG PRODS CORP	15,048	$270,412	0.2%	NEW
189	CARGCARGURUS INC	7,921	$269,710	0.2%	NEW
190	BFLYBUTTERFLY NETWORK INC	66,641	$269,229	0.2%	NEW
191	ZIONZIONS BANCORPORATION N A	4,614	$265,858	0.2%	ADD 9%
192	CIONCION INVT CORP	38,781	$265,262	0.2%	ADD 11%
193	NWNNORTHWEST NAT HLDG CO	4,953	$263,598	0.2%	NEW
194	ACIALBERTSONS COS INC	15,384	$262,143	0.2%	NEW
195	CFRCULLEN FROST BANKERS INC	1,908	$261,548	0.2%	NEW
196	WBIWATERBRIDGE INFRASTRUCTURE L	9,672	$259,112	0.2%	NEW
197	HONHONEYWELL INTL INC	1,145	$258,804	0.2%	NEW
198	PPGPPG INDS INC	2,416	$258,222	0.2%	NEW
199	BBDCBarings BDC, Inc.	31,356	$258,059	0.2%	NEW
200	BCPCBALCHEM CORP	1,522	$257,948	0.2%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security	2024-Q4	2025-Q1	2025-Q2	2025-Q3	2025-Q4	2026-Q1	Latest value
LRCXLAM RESEARCH CORP	—	—	—	—	2K	4K	$789,046
ALLYALLY FINL INC	—	—	—	—	—	20K	$781,383
FIXCOMFORT SYS USA INC	—	—	—	—	—	565	$779,129
ISRGINTUITIVE SURGICAL INC	—	—	—	—	474	2K	$778,151
CTASCINTAS CORP	—	—	—	—	—	5K	$777,198
OBDCBLUE OWL CAPITAL CORPORATION	—	—	—	—	—	69K	$765,562
SYKSTRYKER CORPORATION	—	—	—	—	—	2K	$752,471
JEFJEFFERIES FINL GROUP INC	—	—	—	—	—	18K	$749,380
ATMUATMUS FILTRATION TECHNOLOGIE	—	—	—	—	—	13K	$716,153
TENTSAKOS ENERGY NAVIGATION LTD	—	—	—	—	—	18K	$710,516
DOCUDOCUSIGN INC	—	—	—	—	—	15K	$696,073
ATENA10 NETWORKS INC	—	—	—	—	—	29K	$673,231
DPZDOMINOS PIZZA INC	—	—	—	—	—	2K	$668,784
ANETARISTA NETWORKS INC	—	—	—	—	3K	5K	$654,785
CINFCINCINNATI FINL CORP	—	—	—	—	—	4K	$653,474

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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