Q1 2026 Holdings
Filed 2026-04-15 | 4 holdings | $271.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $248.8M | 980,200 | 91.5% |
| Affirm Holdings Inc(AFRM) | Cl A | 00827B106 | $11.2M | 245,500 | 4.1% |
| Twilio Inc(TWLO) | Cl A | 90138F102 | $8.6M | 68,082 | 3.2% |
| Lyft Inc(LYFT) | Cl A | 55087P104 | $3.2M | 242,076 | 1.2% |