CIK 2051999
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.
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) |
|---|---|---|---|
| KOVALIK, MARCIA, S | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGER · CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, PRINCIPAL, MANAGER · CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 2024-07 | — not seen at a tracked firm |
| VASQUEZ, KAREN, A. | CHIEF INFORMATION AND TECHNOLOGY OFFICER, PRINCIPAL · CHIEF INFORMATION AND TECHNOLOGY OFFICER | 2024-07 | — not seen at a tracked firm |
| DINGLE, VALENTINA, TESLENKO | CHIEF DIVERSITY OFFICER, MANAGER · CHIEF DIVERSITY OFFICER, PRINCIPAL, MANAGER · DIRECTOR OF DIVERSITY AND ENGAGEMENT, PRINCIPAL, MANAGER | 2024-07 | — not seen at a tracked firm |
| PRINCIPAL, MANAGER, TREASURER · TREASURER · PRINCIPAL |
| 2023-03 |
| — not seen at a tracked firm |
| PEARL, VANESSA, MEGAN | CHIEF FINANCIAL OFFICER, MANAGER | 2023-03 | — not seen at a tracked firm |
| GIRALD, KRISTIN, MARIE | PRINCIPAL, MANAGER | 2021-06 | — not seen at a tracked firm |
| DUMAS, KATE, DOUGHAN | PRINCIPAL, MANAGER | 2021-06 | — not seen at a tracked firm |
| RAUCCI, MARSHALL | PRINCIPAL | 2020-06 | — not seen at a tracked firm |
| SWEENEY, CHRISTOPHER, JOHN | CHIEF OPERATING OFFICER | 2018-03 | — not seen at a tracked firm |
| RIORDAN, EBEN, MATTHEW | PRINCIPAL | 2016-03 | — 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.
