CIK 0002013341 · Q2 2026
13F Equity AUM
$642.6M
+39.6% QoQ
Positions
23
-17 QoQ
AUM Rank
#4,287
Top 34%
Skill Alpha (FF)
—
Building track record (5q)
Quarters Tracked
7
~1 years
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Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.
No sector data available.
Count of positions per weight bucket — (%) = combined portfolio weight
No position changes this quarter.
Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.