Location
Stanford, CA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$848,722
Net value change ($000)
+352,510 (71.0%)
New positions
6
Sold out positions
6
Turnover %
41.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EEM 269,215 110.4%
GOOGL 113,400 NEW
EFA 48,917 NEW
SPY 47,530 NEW
KOD 7,028 36.3%
EWJ 3,594 4.6%
WLTH 1,928 NEW
MPLT 550 15.7%
LIFE 357 NEW
KRP 302 23.0%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -123,432 -100.0%
HTFL -9,102 -100.0%
NTRA -7,171 -100.0%
PFSI -530 -100.0%
NAVN -424 -22.5%
CHYM -271 -25.6%
CARL -196 -63.4%
SI -193 -100.0%
BOLT -52 -26.4%
NXGL -52 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type