Disclosed positions
| VORNADO RLTY TR | VNO | SH BEN INT | $229,295,103 | 5,834,481 | SH | None |
| ISHARES INC | EWJ | MSCI JAPAN ETF | $106,291,425 | 1,139,610 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $51,614,333 | 108,077 | SH | None |
| COINBASE GLOBAL INC | COIN | COM CL A | $43,143,739 | 295,121 | SH | None |
| VISA INC | V | COM CL A | $27,880,180 | 81,262 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $27,866,719 | 55,690 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $27,508,930 | 53,561 | SH | None |
| APPLE INC | AAPL | COM | $27,394,001 | 94,671 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $25,560,497 | 127,745 | SH | None |
| META PLATFORMS INC | META | CL A | $25,024,158 | 44,425 | SH | None |
| AMAZON COM INC | AMZN | COM | $24,680,822 | 103,553 | SH | None |
| MICROSOFT CORP | MSFT | COM | $24,608,129 | 65,970 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $24,177,312 | 68,427 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $19,029,119 | 37,955 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $14,365,012 | 8,463 | SH | None |
| FIDELITY NATL INFORMATION SV | FIS | COM | $11,157,627 | 286,976 | SH | None |
| DANAHER CORP DEL | DHR | COM | $10,358,684 | 54,382 | SH | None |
| GUIDEWIRE SOFTWARE INC | GWRE | COM | $8,203,989 | 66,672 | SH | None |
| SOMNIGROUP INTERNATIONAL INC | SGI | COM | $6,775,720 | 86,425 | SH | None |
| AMER SPORTS INC | AS | COM SHS | $3,602,166 | 106,447 | SH | None |
| OFFERPAD SOLUTIONS INC | OPAD | COM CL A | $966,827 | 195,714 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $698,301 | 1,954 | SH | None |
| BROADCOM INC | AVGO | COM | $596,090 | 1,578 | SH | None |
| TESLA INC | TSLA | COM | $474,857 | 1,129 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $439,784 | 381 | SH | None |
| ELI LILLY & CO | LLY | COM | $363,427 | 303 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $318,920 | 549 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $304,259 | 743 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $303,755 | 1,011 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $293,615 | 897 | SH | None |
| FIGMA INC | FIG | CLASS A COM STK | $240,127 | 13,274 | SH | None |
| INDIVIOR PHARMACEUTICALS INC | INDV | COM | $239,164 | 5,829 | SH | None |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | COM | $237,186 | 3,401 | SH | None |
| PLEXUS CORP | PLXS | COM | $230,313 | 766 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $221,865 | 512 | SH | None |
| TJX COS INC NEW | TJX | COM | $221,039 | 1,459 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $218,442 | 342 | SH | None |
| BALCHEM CORP | BCPC | COM | $212,708 | 1,259 | SH | None |
| AMPHENOL CORP | APH | CL A | $212,466 | 1,205 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $209,160 | 4,940 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $200,994 | 278 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $200,842 | 1,469 | SH | None |
| INTEL CORP | INTC | COM | $193,527 | 1,386 | SH | None |
| PRIVIA HEALTH GROUP INC | PRVA | COM | $187,031 | 7,269 | SH | None |
| AGILYSYS INC | AGYS | COM | $185,592 | 1,776 | SH | None |
| DIEBOLD NIXDORF INC | DBD | COM SHS | $184,323 | 2,168 | SH | None |
| ICHOR HOLDINGS | ICHR | SHS | $183,802 | 1,637 | SH | None |
| FEDERAL SIGNAL CORP | FSS | COM | $183,612 | 1,429 | SH | None |
| WALMART INC | WMT | COM | $183,481 | 1,620 | SH | None |
| ABBVIE INC | ABBV | COM | $181,432 | 721 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.