Vault-13

SIP GLOBAL OPPORTUNITY MANAGER LLC

PORTSMOUTH, NH · CIK 2112504 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2025 · limited liability company

As an employer

$48.5m reported value -26.8% vs Q1 2026
1positions
100.0%in top 10
0 new 0 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 KODIAK AI INC. COM KDK KDK 9,552,270 $48.5m100.00% 100.00% UnchangedShares held: Q3 2025 —, Q4 2025 9.6m, Q1 2026 9.6m, Q2 2026 9.6m