Style
GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Servicenow Inc(NOW) | 1,144,810 | $113.7M | 85.56% |
| 2 | Waystar Hldg Corp(WAY) | 882,965 | $18.1M | 13.65% |
| 3 | Bitgo Holdings Inc(BTGO) | 203,223 | $1.1M | 0.79% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Healthcare | 12.17% | 13.65% | +1.48% |
| Technology | 86.88% | 85.56% | -1.32% |
| Financial Services | 0.96% | 0.79% | -0.17% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 86.88% | 85.56% | -1.32% |
| Mid Cap | 12.17% | 13.65% | +1.48% |
| Small Cap | 0.96% | 0.79% | -0.17% |
Quarter-over-quarter position changes