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
31 Mar 2026 0% -0% $21,899,341 341,005 -43,745 -11% $64.22 Q1 2026
31 Dec 2025 0.01% -0% $50,040,585 384,750 -10,981 -2.8% $130.06 Q4 2025
30 Sep 2025 0.01% -0% $42,636,058 395,731 -10,842 -2.7% $107.74 Q3 2025
30 Jun 2025 0.01% -0% $37,530,753 406,573 -19,074 -4.5% $92.31 Q2 2025
31 Mar 2025 0.01% +0% $37,697,427 425,647 +284,855 +200% $88.57 Q1 2025
31 Dec 2024 0% +0% $10,821,273 140,792 +140,792 NEW $76.86 Q4 2024
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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