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Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CI CHART INDS INCGTLS32$6.69K
Snowflake Inc.SNOW32$8.14K
MercadoLibre, Inc.MELI30$50.92K
MongoDB, Inc.MDB30$10.08K
Inseego Corp.INSG30$310
HP Inc.HPQ29$638
Citizens Financial Group, Inc.CFG29$2.06K
The J. M. Smucker CompanySJM28$3.16K
Coinbase Global, Inc.COIN28$4.09K
Ameriprise Financial, Inc.AMP28$12.64K
Calix, Inc.CALX27$1.01K
Globant S.A.GLOB27$781
Axon Enterprise, Inc.AXON26$14.58K
Vertex Pharmaceuticals IncorporatedVRTX25$12.42K
On Holding AGONON25$886
Zscaler, Inc.ZS24$3.39K
Waters CorporationWAT24$9K
Aurora Cannabis Inc.ACB22$62
CrowdStrike Holdings, Inc.CRWD21$16.03K
Tredegar CorporationTG21$167