Case file · CIK 0001423686
Technology and software-oriented 13F sample.
Q4 2025 · SEC 13F case file
KOL-style case note
Technology and software-oriented 13F sample. This page turns the latest public filing into a shareable research story: what the entity owns, which theme is driving the portfolio, and where to investigate next.
Technology and software-oriented 13F sample. It belongs in a smart-money radar because its public 13F shows quarterly capital direction and theme preference.
The latest filing's largest public position is DKNG, around 13.7% of the disclosed 13F portfolio. That is the first place to look for the current thesis.
Mixed is the clearest public theme in the portfolio. The important question is whether that theme repeats across the top positions, not just whether one stock worked.
The latest public portfolio is about $1.4B, with 26 lines and roughly 74.6% in the top 10. Higher concentration means a few decisions can explain more of the proxy return.
This is not a live trading signal. It is a quarterly capital map: start with the ranking, inspect the top holdings, then ask whether the manager has a repeatable framework.
13F filings are delayed and incomplete. They do not show shorts, many derivatives, private positions, cash, or current trade timing. Use this page to generate research questions, not to replace diligence.
Smart Money VelocityVelocity score blends 13F value growth, concentration, theme purity, option exposure, and filing history. It is a prioritization score, not a return.
Score blends filing growth, concentration, theme purity, call exposure, and filing history.
13F value
$1.4BQ4 2025, latest public filingGrowth since first filing
0.86x$1.6B → $1.4BReporting lag13F filings arrive after the quarter ends. The page shows a delayed public snapshot, not live positions.
45dQuarter-end snapshot, not live positionsThis is not actual fund performance. Returns and rankings use public disclosures after they become visible, not private NAV or live trading.
Disclosure workflow
Every number is anchored to a public quarterly filing. The report date is the portfolio snapshot; the filing date is when the market could actually see it.
Public holdings
| Holding | Theme | Type | Value | % |
|---|---|---|---|---|
| DRAFTKINGS INC NEWDKNG · 5,524,221 shares | Other | SH | $190.4M | 13.7% |
| GLOBAL E ONLINE LTDGLBE · 4,385,770 shares | Other | SH | $172.4M | 12.5% |
| IQVIA HLDGS INC46266C105 · 549,669 shares | Other | SH | $123.9M | 8.9% |
| FLYWIRE CORPORATIONFLYW · 7,927,159 shares | Other | SH | $112.2M | 8.1% |
| GUARDANT HEALTH INCGH · 922,628 shares | Other | SH | $94.2M | 6.8% |
| PROCORE TECHNOLOGIES INCPCOR · 1,056,032 shares | Other | SH | $76.8M | 5.5% |
| VARONIS SYS INCVRNS · 2,282,581 shares | Other | SH | $74.9M | 5.4% |
| NUTANIX INCNTNX · 1,377,589 shares | Other | SH | $71.2M | 5.1% |
| MONDAY COM LTDMNDY · 438,490 shares | Other | SH | $64.7M | 4.7% |
| HEALTHEQUITY INCHQY · 566,700 shares | Other | SH | $51.9M | 3.7% |
| OMNICELL COMOMCL · 1,142,555 shares | Other | SH | $51.8M | 3.7% |
| CRYOPORT INCCYRX · 4,962,552 shares | Other | SH | $47.6M | 3.4% |
| EVOLENT HEALTH INCEVH · 11,085,455 shares | Other | SH | $44.3M | 3.2% |
| CONFLUENT INCFLNT · 1,272,854 shares | Other | SH | $38.5M | 2.8% |
| OPENLANE INCOPLN · 1,279,418 shares | Other | SH | $38.1M | 2.8% |
| TACTILE SYS TECHNOLOGY INC87357P100 · 1,084,094 shares | Other | SH | $31.4M | 2.3% |
| ALKAMI TECHNOLOGY INCALKT · 1,169,000 shares | Other | SH | $27M | 1.9% |
| SI-BONE INCSIBN · 1,171,100 shares | Other | SH | $23.1M | 1.7% |
| TAIWAN SEMICONDUCTOR MFG LTDTSM · 57,000 shares | Semis | SH | $17.3M | 1.3% |
| META PLATFORMS INCMETA · 13,700 shares | Consumer | SH | $9M | 0.65% |
| INTAPP INCINTA · 185,000 shares | Other | SH | $8.5M | 0.61% |
| OMNIAB INCOABI · 4,434,954 shares | Other | SH | $8.2M | 0.59% |
| MAXCYTE INCMXCT · 3,683,052 shares | Other | SH | $5.7M | 0.41% |
| UNITY SOFTWARE INCU · 13,000 shares | Software | SH | $574.2K | 0.04% |
| HIMS & HERS HEALTH INCHIMS · 12,635 shares | Other | SH | $410.3K | 0.03% |
| GOGO INCGOGO · 50,000 shares | Other | SH | $233K | 0.02% |
Quarter tape
Signal breakdown
13F value is 0.86x the first tracked filing.
Top ten public lines are 74.6% of the latest report.
26 reportable lines in the latest public filing.
12 tracked quarterly 13F reports in the database or seed layer.
Publisher mode
Evidence layer
13F reports disclose long reportable U.S. securities and long put/call options. They do not show cash, private stakes, shorts, written options, or current live holdings.
Theme tags are deterministic product analysis from issuer, CUSIP, option type, and keyword rules. They are not SEC labels.
Vercel Cron calls the EDGAR ingestion endpoint every day and records per-manager ingestion results.
