Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| SE Space Exploration Techn Corp | 97.5% | Unchanged | 4,473,655 | $764M |
| SH Sky Harbour Group Corporatio | 1.4% | Unchanged | 1,133,318 | $11.2M |
| Blend Labs Inc | 1.1% | Unchanged | 4,975,791 | $8.51M |
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