NANO CAP NEW MILLENNIUM GROWTH FUND L P: 13F holdings

CIK 12778902026Q2

Positions135
Reported value$130.0m
Filed2026-08-14

Top 10 holdings

SecuritySharesValueWeight
Silicom Ltd.186,500$8.9m6.9%
SPT Sprout Social, Inc.615,000$4.6m3.6%
SimilarWeb Ltd.650,000$4.0m3.1%
KWEB KraneShares CSI China Internet Fund135,500$3.3m2.5%
THRM Gentherm Inc.95,000$3.2m2.5%
Exagen Inc.675,000$3.1m2.4%
Ooma, Inc.155,000$3.0m2.3%
U Unity Software Inc.100,000$2.9m2.2%
TOST Toast, Inc.84,000$2.3m1.8%
GDRX GoodRx Holdings, Inc.740,000$2.1m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1277890")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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