CIK 2056391
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 |
|---|---|---|---|
| CHAN, TIOW, KENG | VICE PRESIDENT/MEMBER | 2005-12 | 10–25% ·◆ |
| DIONG, TAI HWEE, STANLEY | MEMBER | 2005-12 | 10–25% ·◆ |
| MACKIMM, JOHN, WILLIAM | MEMBER | 2020-01 | 10–25% ·◆ |
| MATEJCEK, JAMES, JOSEPH | PRESIDENT / CHIEF COMPLIANCE OFFICER | 2021-01 | 10–25% ·◆ |
| WOGSTAD, NIKOLAS, PAUL | MEMBER/CHIEF FINANCIAL OFFICER/TREASURER | 2020-01 | 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) |
|---|---|---|---|
| HUNSTOCK, WILLIAM, EUGENE | MEMBER | 2021-11 | — not seen at a tracked firm |
| MICHAELS, JAMES, ANDREW | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER · MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | 2020-07 | — not seen at a tracked firm |
| KEARNS, KING, SAMUEL | MEMBER | 2018-03 | — 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.
