CIK 2053695
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 |
|---|---|---|---|
| GALINDO, DEVON | PARTNER | 2024-06 | 5–10% ·◆ |
| BOCCELLA, KARA, SUE | CHIEF EXECUTIVE OFFICER, MANAGING PARTNER | 2024-07 | <5% ·◆ |
| MANDL, GRAHAM, K | PARTNER | 2024-12 | <5% ·◆ |
| Elfenbein, Lonny, Scott | CHIEF COMPLIANCE OFFICER | 2024-07 | <5% |
| KARACO HOLDINGS, LLCentity | HOLDING COMPANY | 2024-06 | 50–75% ·◆ |
| KARA BOCCELLA IRREVOCABLE GIFT TRUSTentity | TRUST | 2026-03 | 10–25% |
| MICHAEL BOCCELLA IRREVOCABLE GIFT TRUSTentity | TRUST | 2026-03 | 10–25% |
| GALINDO-DRUGER LIVING TRUSTentity | TRUST | 2024-11 | 5–10% |
| GRAHAMCO HOLDINGS, LLCentity | HOLDING COMPANY | 2024-12 | <5% |
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.
