| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|---|---|---|---|---|---|
| $SPCX · SPACE EXPLORATION TECHN CORP | 90.0% | $12,789,728,717 | -13% | High | NASDAQSerenityBitget → | |
| $RBLX · ROBLOX CORP | 0.1% | $14,931,117 | -6% | Med | Roblox operates an online platform where users create, share, and play user-generated 3D games and experiences, monetized through its virtual currency. | |
| $IPST · IP STRATEGY HOLDINGS INC | 0.0% | $9,722 | +0% | Med | NASDAQ | |
| $KLRA · KAILERA THERAPEUTICS INC | 0.0% | $3,084,200 | -47% | Med | NASDAQ |
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|---|---|---|---|---|---|
| none | ||||||
| Issuer | % book | Since entry | Business | Tags |
|---|---|---|---|---|
| $SPCX · SPACE EXPLORATION TECHN CORP | 90.0% | -13% Q2 '26 | NASDAQSerenityBitget → | |
| $NAVN · NAVAN INC | 4.5% | +48% Q4 '25 | NASDAQ | |
| $RVMD · REVOLUTION MEDICINES INC | 1.2% | +560% Q4 '23 | Revolution Medicines is a clinical-stage oncology company developing targeted therapies against RAS and related cancer-driving mutations. | NASDAQCitrini |
| $META · META PLATFORMS INC | 0.8% | +0% Q3 '25 | Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies. | NASDAQS&PCitriniSerenityBitget → |
| $FIG · FIGMA INC | 0.8% | -56% Q3 '25 | Figma provides a collaborative, browser-based design platform used by teams to design, prototype, and build digital products and user interfaces. | Citrini |
| $BIOA · BIOAGE LABS INC | 0.6% | -74% Q3 '24 | NASDAQ | |
| $XYZ · BLOCK INC | 0.5% | -11% ≥Q1 '25 | Square merchant payments and Cash App | S&P |
| $ERAS · ERASCA INC | 0.4% | +598% Q4 '23 | NASDAQ | |
| $MAZE · MAZE THERAPEUTICS INC | 0.4% | +150% Q1 '25 | NASDAQ | |
| $DMRA · DAMORA THERAPEUTICS INC | 0.2% | -28% Q1 '26 | NASDAQ |
Since entry / add = price change to the latest close (30-JUN-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-10-17 · Alpha-Investor tracker