Managers

9 positions · as of December 31, 2022 · Onespaworld Holdings Limited · Boot Barn Hldgs Inc · Ritchie Bros Auctioneers

112 positions · as of March 31, 2016 · Alphabet Inc. Class C · Amazon Com Inc · Costco Wholesale Co

2 positions · as of September 30, 2022 · Coinbase Global, Inc. · Shapeways Holdings, Inc.

58 positions · as of December 31, 2025 · State Str SPDR S&P 500 ETF Tr Tr Unit · Schwab U.s. Large-cap ETF · Schwab Us Aggregate Bond ETF

92 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Vanguard Index Fds

94 positions · as of September 30, 2025 · Microsoft · Anglogold · Alphabet I

3 positions · as of September 30, 2020 · Tal Education Group- ADR Equity ADR 0.0 · Baozun Inc · Vipshop Hldgs Ltd

52 positions · as of June 30, 2020 · Apple Inc · Mastercard · Danaher Corp

9 positions · as of September 30, 2024 · SPDR S&P 500 ETF Tr · Gsk PLC · Argenx Se

1 positions · as of June 30, 2026 · Circle Internet Group, Inc.

40 positions · as of June 30, 2014 · Heron Therapeutics Inc · Atlas Pipeline Partners LP · Usa Compression Partners LP

5 positions · as of December 31, 2024 · Annexon Inc · Akebia Therapeutics Inc · Verona Pharma PLC

270 positions · as of June 30, 2013 · Pfizer Inc · General Elec Co · Time Warner Inc Com

10 positions · as of September 30, 2016 · Kkr & Co L P Del · Ims Health Hldgs Inc · Cambium Learning Grp Inc

1 positions · as of June 30, 2026 · Mntn Inc

29 positions · as of September 30, 2016 · Pico Hldgs Inc · Discovery Communicatns New · Wells Fargo & Co New

5 positions · as of June 30, 2026 · SPDR Series Trust · Vanguard Index Fds · Infleqtion Inc

18 positions · as of June 30, 2018 · BB&T Corp · Fifth Third Bancorp · Bank Of The Ozarks

10 positions · as of June 30, 2015 · SPDR Series Trust · Wisdomtree Tr · Devon Energy Corp New

65 positions · as of June 30, 2026 · Ishares Tr · Walmart Inc · Sterling Cap Fds

8 positions · as of June 30, 2016 · Copa Holdings Sa · Central European Media Entrp · Petrobras Argentina S A

34 positions · as of June 30, 2026 · Vanguard Star Fds · Vanguard Index Fds · Alphabet Inc

2 positions · as of September 30, 2025 · Semrush Hldgs Inc · Service Pptys Tr

34 positions · as of September 30, 2023 · SPDR · Ishares Tr · Vanguard Index Fds