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 |
|---|---|---|---|---|
| Similarweb Ltd. | 88.5% | Unchanged | 10,810,778 | $66.3M |
| TH Teads Holding Co. | 6.5% | Unchanged | 6,345,789 | $4.87M |
| Pagaya Technologies Ltd. | 5.0% | Unchanged | 206,126 | $3.76M |
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