Q1 2026 Holdings
Filed 2026-05-13 | 4 holdings | $260.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $142.7M | 5,145,479 | 54.9% |
| Heico Corp new(HEI/A) | CL A | 422806208 | $42.1M | 199,351 | 16.2% |
| Carmax Inc(KMX) | COM | 143130102 | $38.2M | 917,698 | 14.7% |
| Adobe Inc.(ADBE) | COM | 00724F101 | $37.2M | 153,178 | 14.3% |