Institutional Manager · CIK 0002112504
SIP GLOBAL OPPORTUNITY MANAGER LLC
PORTSMOUTH, NH · File #028-26664
Latest AUM
$104.3M
Positions
1
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | KODIAK AI INC. | KDKRW | +9,552,270 | +$104.3M | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $104.3M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | KODIAK AI INC. | KDKRW | 9,552,270 | $104.3M | 100.00% |