CIK 2108559
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) |
|---|---|---|---|
| DIESSLIN, DAVID, HOWARD | FOUNDER · CEO, CHAIRMAN OF THE BOARD AND DIRECTOR · CHAIRMAN OF THE BOARD AND DIRECTOR · DIRECTOR/CHAIRMAN/CHIEF EXECUTIVE OFFICER | 2024-03 | — not seen at a tracked firm |
| BOURLAND, DAVIS, BRADLEY | NONE · CEO/PRESIDENT AND DIRECTOR · PRESIDENT/DIRECTOR/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | 2024-03 | — not seen at a tracked firm |
| DENISON, CHARLES, AGNEW | CHIEF INVESTMENT OFFICER, VICE PRESIDENT AND DIRECTOR · CHIEF INVESTMENT OFFICER/VICE PRESIDENT AND DIRECTOR | 2022-12 | — 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.
