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Adviser Profile

Exempt Reporting Adviser

2B(2)- PF<150mn Qualify for the exemption from registration because you act solely as an adviser to private funds and have assets under management, as defined in rule 203(m)-1, in the United States of less than $150 million

Private Fund GAV* 0
SMA’s No
Private Funds 0 1

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker009066101 Stock NameAIRBNB INC $ Position$300,510,000 % Position11.00% $ Change32.00% # Change17.00%
Stck Ticker71531U102 Stock NamePERSHING SQUARE INC $ Position$281,247,228 % Position10.00% $ Change # Change
Stck Ticker92826C839 Stock NameVISA INC $ Position$274,472,000 % Position10.00% $ Change21.00% # Change7.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$261,114,000 % Position9.00% $ Change5.00% # Change4.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$262,174,000 % Position9.00% $ Change7.00% # Change-7.00%
Stck Ticker82846H405 Stock NameQXO INC $ Position$207,360,000 % Position7.00% $ Change-3.00% # Change9.00%
Stck Ticker743315103 Stock NamePROGRESSIVE CORP $ Position$196,605,000 % Position7.00% $ Change65.00% # Change50.00%
Stck Ticker64110L106 Stock NameNETFLIX INC. $ Position$182,070,000 % Position7.00% $ Change26.00% # Change70.00%
Stck Ticker94106B101 Stock NameWASTE CONNECTIONS INC $ Position$175,024,500 % Position6.00% $ Change # Change
Stck Ticker40412C101 Stock NameHCA HEALTHCARE INC $ Position$155,956,000 % Position6.00% $ Change # Change