| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/12/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 7 16.67% |
| of those in investment advisory functions | 4 33.33% |
| Registration | SEC, Approved, 06/29/2006 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker64110L106 | Stock NameNETFLIX INC | $ Position$232,696,076 | % Position29.00% | $ Change-13.00% | # Change-17.00% |
| Stck Ticker82509L107 | Stock NameSHOPIFY INC | $ Position$165,025,341 | % Position20.00% | $ Change-17.00% | # Change-8.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$98,915,604 | % Position12.00% | $ Change-25.00% | # Change-13.00% |
| Stck Ticker09581B103 | Stock NameBLUE OWL CAPITAL INC | $ Position$38,212,152 | % Position5.00% | $ Change-10.00% | # Change4.00% |
| Stck TickerM5216V106 | Stock NameGLOBAL E ONLINE LTD | $ Position$36,960,744 | % Position5.00% | $ Change-32.00% | # Change3.00% |
| Stck Ticker29444U700 | Stock NameEQUINIX INC | $ Position$30,679,990 | % Position4.00% | $ Change-15.00% | # Change-2.00% |
| Stck Ticker00912X302 | Stock NameAIR LEASE CORP | $ Position$32,291,285 | % Position4.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker37637K108 | Stock NameGITLAB INC | $ Position$20,644,891 | % Position3.00% | $ Change9.00% | # Change31.00% |
| Stck Ticker679295105 | Stock NameOKTA INC | $ Position$27,214,943 | % Position3.00% | $ Change32.00% | # Change-1.00% |
| Stck Ticker36168Q104 | Stock NameGFL ENVIRONMENTAL INC | $ Position$20,187,687 | % Position2.00% | $ Change9.00% | # Change1.00% |