Investment type
Equity / Common Stock
Shares, Excluding Options vs Price
Value, Excluding Options

13F rows show quarter-end holdings reported by the manager. Values are filing-reported market values; price checks are local estimates.

Holdings as of Option type Portfolio weight Value change SEC-reported value Shares Share change Share activity Price All holders
30 Jun 2026 0% +0% $36,234,500 527,815 +55,370 +12% $68.65 Q2 2026
31 Mar 2026 0% +0% $30,340,418 472,445 +16,187 +3.5% $64.22 Q1 2026
31 Dec 2025 0% +0% $59,340,915 456,258 +16,452 +3.7% $130.06 Q4 2025
30 Sep 2025 0% +0% $47,384,698 439,806 +23,810 +5.7% $107.74 Q3 2025
30 Jun 2025 0% +0% $38,400,591 415,996 +76,367 +22% $92.31 Q2 2025
31 Mar 2025 0% +0% $30,079,242 339,629 +19,721 $88.56 Q1 2025
31 Dec 2024 0% +0% $24,588,129 319,908 +4,994 +1.6% $76.86 Q4 2024
30 Sep 2024 0% +0% $13,364,950 314,914 +48,735 +18% $42.44 Q3 2024
30 Jun 2024 0% +0% $6,957,919 266,179 +197,037 +285% $26.14 Q2 2024
31 Mar 2024 0% +0% $631,266 69,142 +10,900 +19% $9.13 Q1 2024
31 Dec 2023 0% 0% $160,166 58,242 -1,503 -2.5% $2.75 Q4 2023
30 Sep 2023 0% 0% $217,472 59,745 +3 +0.01% $3.64 Q3 2023
30 Jun 2023 0% +0% $356,062 59,742 +59,742 NEW $5.96 Q2 2023
SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
* marks a reported price that did not pass the local price check.
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