13F disclosure

helmer 13f

reported through Jun 30, 2026 filed Aug 13, 2026 loaded Sep 25, 2026 disclosed holdings 11

Reported allocations

Quarter-end holdings from the manager’s 13F. Weight is calculated from the disclosed equity book; it is not our simulated mirror allocation and it is not a live portfolio.

NET CLOUDFLARE INC 17.31%

AXON AXON ENTERPRISE INC 13.83%

DDOG DATADOG INC 11.79%

SHOP SHOPIFY INC 11.68%

ALAB ASTERA LABS INC 10.55%

AMZN AMAZON COM INC 10.24%

TSM TAIWAN SEMICONDUCTOR MFG LTD 10.11%

CRWD CROWDSTRIKE HLDGS INC 6.75%

META META PLATFORMS INC 5.22%

Unmapped NU HLDGS LTD 3.43%

TSLA TESLA INC 2.52%

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No playbook on file for this reported portfolio. The disclosure dates and reported allocations above are the source record.