| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| DDPC HOLDINGS PLCDPC | 70.13% | — | $314.1M | 6.4M | $0 | 0 | +6.4M | New Buy | |
| VVERTICAL AEROSPACE LTDEVTL | 20.26% | 69.25% | $90.8M | 52.2M | $120.8M | 54.7M | -2.5M-4.57% | Reduce | |
| VVROOM INC COM NEWVRM | 6.85% | 30.27% | $30.7M | 4.0M | $52.8M | 4.0M | +15,595+0.39% | Add | |
| FFUBOTV INC COM NEW CL AFUBO | 2.77% | 0.48% | $12.4M | 1.3M | $842,508 | 89,060 | +1.3M+1,411.86% | Add |
