Case file · CIK 0001135730
Technology growth manager useful for tracking AI application and infrastructure rotations.
Q4 2025 · SEC 13F case file
KOL-style case note
Technology growth manager useful for tracking AI application and infrastructure rotations. 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 growth manager useful for tracking AI application and infrastructure rotations. 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 TSM, around 6.6% of the disclosed 13F portfolio. That is the first place to look for the current thesis.
Consumer 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 $40B, with 52 lines and roughly 54.2% 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
$40BQ4 2025, latest public filingGrowth since first filing
2.66x$15B → $40BReporting 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 | % |
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTDTSM · 8,629,524 shares | Semis | SH | $2.6B | 6.6% |
| MICROSOFT CORPMSFT · 5,171,976 shares | Software | SH | $2.5B | 6.3% |
| META PLATFORMS INCMETA · 3,781,949 shares | Consumer | SH | $2.5B | 6.2% |
| AMAZON COM INCAMZN · 9,932,265 shares | Consumer | SH | $2.3B | 5.7% |
| GE VERNOVA INCGEV · 3,370,174 shares | Power | SH | $2.2B | 5.5% |
| ALPHABET INCGOOGL · 6,841,436 shares | Consumer | SH | $2.1B | 5.4% |
| CONSTELLATION ENERGY CORPCEG · 5,907,174 shares | Power | SH | $2.1B | 5.2% |
| BROADCOM INCAVGO · 5,510,227 shares | Semis | SH | $1.9B | 4.8% |
| NVIDIA CORPORATIONNVDA · 9,203,338 shares | Semis | SH | $1.7B | 4.3% |
| LAM RESEARCH CORPLRCX · 9,805,565 shares | Semis | SH | $1.7B | 4.2% |
| APPLIED MATLS INCAMAT · 5,984,332 shares | Semis | SH | $1.5B | 3.8% |
| EATON CORP PLCETN · 4,721,223 shares | Power | SH | $1.5B | 3.8% |
| APPLOVIN CORPAPP · 2,185,747 shares | Software | SH | $1.5B | 3.7% |
| SPOTIFY TECHNOLOGY S ASPOT · 2,450,881 shares | Consumer | SH | $1.4B | 3.6% |
| REDDIT INCRDDT · 5,550,241 shares | Consumer | SH | $1.3B | 3.2% |
| NETFLIX INCNFLX · 10,861,355 shares | Consumer | SH | $1B | 2.5% |
| DOORDASH INCDASH · 4,365,365 shares | Consumer | SH | $988.7M | 2.5% |
| ORACLE CORPORCL · 4,440,008 shares | Software | SH | $865.4M | 2.2% |
| CARVANA COCVNA · 1,958,229 shares | Consumer | SH | $826.4M | 2.1% |
| SYNOPSYS INCSNPS · 1,656,489 shares | Software | SH | $778.1M | 1.9% |
| NU HLDGS LTDNU · 45,750,363 shares | Other | SH | $765.9M | 1.9% |
| TESLA INCTSLA · 1,641,406 shares | Consumer | SH | $738.2M | 1.8% |
| ALPHABET INCGOOG · 2,000,536 shares | Consumer | SH | $627.8M | 1.6% |
| NATERA INCNTRA · 2,633,334 shares | Other | SH | $603.3M | 1.5% |
| SNOWFLAKE INCSNOW · 2,480,963 shares | Software | SH | $544.2M | 1.4% |
| INTUITIVE SURGICAL INCISRG · 807,234 shares | Other | SH | $457.2M | 1.1% |
| ADOBE INCADBE · 874,150 shares | Software | SH | $305.9M | 0.77% |
| FIRST CTZNS BANCSHARES INC D31946M103 · 139,498 shares | Other | SH | $299.4M | 0.75% |
| ADVANCED MICRO DEVICES INCAMD · 1,239,043 shares | Other | SH | $265.4M | 0.66% |
| CARIS LIFE SCIENCES INCCAI · 9,819,992 shares | Other | SH | $264.9M | 0.66% |
| CHIME FINL INC16935C109 · 10,071,992 shares | Consumer | SH | $253.5M | 0.63% |
| ARM HOLDINGS PLCARM · 2,300,000 shares | Semis | SH | $251.4M | 0.63% |
| MARVELL TECHNOLOGY INCMRVL · 2,079,046 shares | Semis | SH | $176.7M | 0.44% |
| MASTEC INCMTZ · 677,909 shares | Other | SH | $147.4M | 0.37% |
| VERTIV HOLDINGS COVRT · 828,947 shares | Power | SH | $134.3M | 0.34% |
| ROCKET COS INC77311W101 · 6,747,052 shares | Consumer | SH | $130.6M | 0.33% |
| PAYPAL HLDGS INCPYPL · 1,697,505 shares | Consumer | SH | $99.1M | 0.25% |
| AXON ENTERPRISE INCAXON · 155,387 shares | Other | SH | $88.2M | 0.22% |
| INFOSYS LTDINFY · 4,574,706 shares | Software | SH | $81.5M | 0.20% |
| C H ROBINSON WORLDWIDE INCCHRW · 341,024 shares | Other | SH | $54.8M | 0.14% |
| EXPEDITORS INTL WASH INC302130109 · 365,987 shares | Other | SH | $54.5M | 0.14% |
| GENERAC HLDGS INCGNRC · 369,210 shares | Power | SH | $50.3M | 0.13% |
| SPROUTS FMRS MKT INC85208M102 · 601,886 shares | Other | SH | $48M | 0.12% |
| QUANTUMSCAPE CORPQS · 3,694,995 shares | Other | SH | $38.5M | 0.10% |
| CHAGEE HLDGS LTDCHA · 3,174,115 shares | Other | SH | $36.9M | 0.09% |
| S&P GLOBAL INCSPGI · 63,451 shares | Other | SH | $33.2M | 0.08% |
| MOODYS CORPMCO · 64,260 shares | Other | SH | $32.8M | 0.08% |
| MEDICAL PPTYS TRUST INC58463J304 · 4,525,398 shares | Other | SH | $22.6M | 0.06% |
| NAVAN INCNAVN · 599,280 shares | Other | SH | $10.2M | 0.03% |
| MODERNA INCMRNA · 200,000 shares | Other | SH | $5.9M | 0.01% |
| ISHARES BITCOIN TRUST ETFIBIT · 67,226 shares | DC Bitcoin | SH | $3.3M | 0.01% |
| WEBULL CORPBULL · 74,334 shares | Consumer | SH | $577.6K | 0.00% |
Quarter tape
Signal breakdown
13F value is 2.66x the first tracked filing.
Top ten public lines are 54.2% of the latest report.
52 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.
