California Files

Thomas Rubinson › Form 700

Thomas Rubinson: 2024 Annual statement

Annual 2024
Judge, Los Angeles County Superior Court · due 2025-03-03
Filed
2025-01-27 · signed 01/27/2025 09:24 AM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (28 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 136

NameBusinessValue
10X GENOMICS INC CL A COMLife Sciences Tools & Services$2,000–$10,000
disposed 2024-06-12
ADOBE INC COMApplication Software$10,001–$100,000
disposed 2024-08-29
AEHR TEST SYS COMSemiconductor Materials & Equi$2,000–$10,000
acquired 2024-03-04
AEROVIRONMENT INC COM USD0.0001Aerospace & Defense$10,001–$100,000
disposed 2024-08-28
AFFIRM HLDGS INC COM CL ATransaction & Payment Processi$10,001–$100,000
acquired 2024-11-13
AIRBNB INC COM CL AHotels, Resorts & Cruise Lines$2,000–$10,000
acquired 2024-05-09
ALNYLAM PHARMACEUTICALS INCBiotechnology$2,000–$10,000
disposed 2024-02-15
ALNYLAM PHARMACEUTICALS INCBiotechnology$10,001–$100,000
disposed 2024-02-15
APOLLO GLOBAL MGMT INC COMDiversified Financial Services$10,001–$100,000
acquired 2024-09-23
APPLOVIN CORP COM CL AApplication Software$10,001–$100,000
acquired 2024-10-21
APPLOVIN CORP COM CL AApplication Software$10,001–$100,000
acquired 2024-11-07
APPLOVIN CORP COM CL AApplication Software$2,000–$10,000
acquired 2024-11-21
APTIV PLC COM USD0.01 ISIN #JE00B783TY65 SEDOL #B783TY6Aerospace & Defense$10,001–$100,000
disposed 2024-06-27
ARCUTIS BIOTHERAPEUTICS INC COMBiotechnology$10,001–$100,000
acquired 2024-02-29
ARCUTIS BIOTHERAPEUTICS INC COMBiotechnology$2,000–$10,000
disposed 2024-04-09
ARISTA NETWORKS INC COM SHSCommunications Equipment$10,001–$100,000
disposed 2024-12-11
ARISTA NETWORKS INC COM USD0.0001Wireless Telecommunication Ser$2,000–$10,000
disposed 2024-07-25
ASTERA LABS INC COMSemiconductors$2,000–$10,000
disposed 2024-07-01
ASTERA LABS INC COMSemiconductors$2,000–$10,000
acquired 2024-09-12
BANK OZK LITTLE ROCK ARK COMRegional Banks$2,000–$10,000
acquired 2024-10-11
BBB FOODS INC COM CL A NPVFood Retail$10,001–$100,000
acquired 2024-04-04
BBB FOODS INC COM CL A NPVFood Retail$2,000–$10,000
acquired 2024-07-03
BEST BUY CO INC COM USD0.10Computer & Electronics Retail$10,001–$100,000
disposed 2024-02-02
BEST BUY CO INC COM USD0.10Computer & Electronics Retail$2,000–$10,000
disposed 2024-11-26
BOSTON SCIENTIFIC CORPHealth Care Equipment$10,001–$100,000
acquired 2024-05-22
C3 AI INC CL AApplication Software$2,000–$10,000
acquired 2024-12-11
CARLYLE GROUP INC COMAsset Management & Custody Ban$10,001–$100,000
acquired 2024-10-25
CHIPOTLE MEXICAN GRILL INCRestaurants$10,001–$100,000
disposed 2024-08-14
CLEAR SECURE INC COM CL AApplication Software$2,000–$10,000
acquired 2024-02-13
COINBASE GLOBAL INC COM CL AFinancial Exchanges & Data$2,000–$10,000
acquired 2024-03-11
COINBASE GLOBAL INC COM CL AFinancial Exchanges & Data$2,000–$10,000
acquired 2024-03-11
COMERICA INCDiversified Banks$2,000–$10,000
acquired 2024-10-11
COREBRIDGE FINL INC COMDiversified Financial Services$10,001–$100,000
acquired 2024-05-16
CROCS INCFootwear$10,001–$100,000
disposed 2024-07-23
DEERE & COAgricultural & Farm Machinery$10,001–$100,000
disposed 2024-01-11
DOLLAR GEN CORP NEW COMConsumer Staples Merchandise R$10,001–$100,000
disposed 2024-06-06
DOMINO S PIZZA INCRestaurants$10,001–$100,000
acquired 2024-05-01
DUOLINGO INC CL A COMEducation Services$10,001–$100,000
disposed 2024-09-25
DUTCH BROS INC CL ARestaurants$2,000–$10,000
acquired 2024-05-09
DUTCH BROS INC CL ARestaurants$2,000–$10,000
acquired 2024-05-09
ELI LILLY &CO COMPharmaceuticals$10,001–$100,000
disposed 2024-02-26
ELI LILLY &CO COMPharmaceuticals$10,001–$100,000
disposed 2024-10-30
ELI LILLY &CO COMPharmaceuticals$2,000–$10,000
disposed 2024-10-30
EMBRAER ADR REP FOUR ORDAerospace & Defense$10,001–$100,000
acquired 2024-05-17
EMBRAER ADR REP FOUR ORDAerospace & Defense$2,000–$10,000
acquired 2024-10-04
ENDEAVOR GROUP HLDGS INC CL A COMMovies & Entertainment$10,001–$100,000
disposed 2024-01-19
EPAM SYS INC COM USD0.001IT Consulting & Other Services$10,001–$100,000
acquired 2024-05-09
ERMENEGILDO ZEGNA NV ORD SHS USD0.0001Apparel, Accessories & Luxury$2,000–$10,000
acquired 2024-10-23
FIRST WATCH RESTAURANT GROUP I COMRestaurants$10,001–$100,000
acquired 2024-01-23
GAP INC COMApparel Retail$10,001–$100,000
acquired 2024-10-22
GAP INC COMApparel Retail$2,000–$10,000
acquired 2024-11-07
GAP INC COMApparel Retail$2,000–$10,000
acquired 2024-11-25
GLOBANT SA USD1.20IT Consulting & Other Services$10,001–$100,000
disposed 2024-06-06
GOGO INCWireless Telecommunication Ser$2,000–$10,000
disposed 2024-07-12
GOGO INCWireless Telecommunication Ser$2,000–$10,000
acquired 2024-08-19
HERMES INTERNATIONAL NPV ISIN #FR0000052292 SEDOL #5253973Apparel, Accessories & Luxury$10,001–$100,000
disposed 2024-06-20
HIMS &HERS HEALTH INC COM CL AHealth Care Services$2,000–$10,000
disposed 2024-08-08
HIMS &HERS HEALTH INC COM CL AHealth Care Services$10,001–$100,000
acquired 2024-11-25
INNOVATIVE INDL PPTYS INC COMIndustrial REITs$10,001–$100,000
acquired 2024-05-14
INTEL CORP COM USD0.001Semiconductors$10,001–$100,000
disposed 2024-04-19
INVIVYD INC COMBiotechnology$2,000–$10,000
acquired 2024-01-17
INVIVYD INC COMBiotechnology$2,000–$10,000
disposed 2024-04-09
J & J SNACK FOODS CORPPackaged Foods & Meats$2,000–$10,000
acquired 2024-06-11
KERING EUR4 ISIN #FR0000121485 SEDOL #5505072Apparel, Accessories & Luxury$2,000–$10,000
disposed 2024-01-26
KERING EUR4 ISIN #FR0000121485 SEDOL #5505072Apparel, Accessories & Luxury$2,000–$10,000
acquired 2024-07-09
KERING EUR4 ISIN #FR0000121485 SEDOL #5505072Apparel, Accessories & Luxury$10,001–$100,000
disposed 2024-12-23
L OREAL SA ISIN #FR0000120321 SEDOL #4057808Personal Care Products$10,001–$100,000
disposed 2024-07-25
LANTHEUS HOLDINGS INC COM USD0.01Health Care Supplies$10,001–$100,000
disposed 2024-11-06
LIFE TIME GROUP HOLDINGS INC COMMON STOCKLeisure Facilities$10,001–$100,000
acquired 2024-09-03
LINCOLN NATIONAL CORP COM NPVLife & Health Insurance$10,001–$100,000
acquired 2024-08-27
LOCKHEED MARTIN CORP COM USD1.00Aerospace & Defense$10,001–$100,000
disposed 2024-11-15
LPL FINANCIAL HOLDINGS INCInvestment Banking & Brokerage$2,000–$10,000
acquired 2024-08-08
LVMH MOET HENNESSY LOUIS VUITTON ADRApparel, Accessories & Luxury$2,000–$10,000
disposed 2024-12-23
MARQETA INC CLASS A COMTransaction & Payment Processi$10,001–$100,000
disposed 2024-11-18
METLIFE INC COM USD0.01Life & Health Insurance$10,001–$100,000
acquired 2024-01-22
MICRON TECHNOLOGY INCSemiconductors$10,001–$100,000
acquired 2024-03-26
MOBILEYE GLOBAL INC COMMON CLASS AAutomotive Parts & Equipment$2,000–$10,000
acquired 2024-04-16
MONDAY COM LTD COM NPVSystems Software$10,001–$100,000
disposed 2024-07-30
MONGODB INC CL AInternet Services & Infrastruc$10,001–$100,000
disposed 2024-03-08
MONGODB INC CL AInternet Services & Infrastruc$2,000–$10,000
disposed 2024-07-10
MSCI INCFinancial Exchanges & Data$10,001–$100,000
disposed 2024-06-11
MYR GRP INC COM USD0.01Construction & Engineering$10,001–$100,000
disposed 2024-03-12
NATERA INC COMBiotechnology$2,000–$10,000
acquired 2024-05-10
NEW YORK TIMES COPublishing$10,001–$100,000
acquired 2024-11-04
NEXTRACKER INC CLASS A COMElectrical Components & Equipm$10,001–$100,000
acquired 2024-02-23
NOVO NORDISK A/S SER B DKK0.1 ISIN #DK0062498333 SEDOL #BP6KMJ1Pharmaceuticals$10,001–$100,000
disposed 2024-02-27
NOVO NORDISK A/S SER B DKK0.1 ISIN #DK0062498333 SEDOL #BP6KMJ1Pharmaceuticals$10,001–$100,000
acquired 2024-06-20
NVIDIA CORPORATION COMSemiconductors$10,001–$100,000
disposed 2024-01-30
NVIDIA CORPORATION COMSemiconductors$10,001–$100,000
disposed 2024-05-22
NVIDIA CORPORATION COMSemiconductors$10,001–$100,000
disposed 2024-06-10
OSCAR HEALTH INC CL ALife & Health Insurance$10,001–$100,000
acquired 2024-12-03
PALANTIR TECHNOLOGIES INC CL AApplication Software$10,001–$100,000
acquired 2024-02-06
PALANTIR TECHNOLOGIES INC CL AApplication Software$10,001–$100,000
acquired 2024-02-20
PALANTIR TECHNOLOGIES INC CL AApplication Software$10,001–$100,000
disposed 2024-08-12
PAYPAL HLDGS INC COMTransaction & Payment Processi$2,000–$10,000
acquired 2024-07-30
PAYPAL HLDGS INC COMTransaction & Payment Processi$2,000–$10,000
acquired 2024-07-30
PHATHOM PHARMACEUTICALS INC COMPharmaceuticals$2,000–$10,000
disposed 2024-03-13
POWERSCHOOL HOLDINGS INC COM CL ASystems Software$2,000–$10,000
disposed 2024-05-20
POWERSCHOOL HOLDINGS INC COM CL ASystems Software$2,000–$10,000
acquired 2024-06-10
PURECYCLE TECHNOLOGIES INC COMCommodity Chemicals$2,000–$10,000
acquired 2024-09-25
RESMED INCHealth Care Equipment$10,001–$100,000
acquired 2024-01-26
RHEINMETALL AG NPV ISIN #DE0007030009 SEDOL #5334588Aerospace & Defense$10,001–$100,000
disposed 2024-03-25
RIVIAN AUTOMOTIVE INC COM CL AAutomobile Manufacturers$10,001–$100,000
acquired 2024-06-27
RIVIAN AUTOMOTIVE INC COM CL AAutomobile Manufacturers$2,000–$10,000
acquired 2024-09-27
ROKU INC COM CL AMovies & Entertainment$10,001–$100,000
acquired 2024-12-19
RUBRIK INC. CL ASystems Software$2,000–$10,000
acquired 2024-04-25
RUBRIK INC. CL ASystems Software$2,000–$10,000
disposed 2024-06-06
SALESFORCE INC COMApplication Software$10,001–$100,000
acquired 2024-08-29
SENTINELONE INC CL ASystems Software$2,000–$10,000
acquired 2024-07-22
SERVICETITAN INC SHS CL AApplication Software$2,000–$10,000
acquired 2024-12-12
SHOCKWAVE MEDICAL INCHealth Care Services$2,000–$10,000
disposed 2024-04-05
SITIME CORP COMSemiconductors$10,001–$100,000
acquired 2024-07-16
SK HYNIX INC SPON GDR EA REPR 1 ORD SHS 144A/REG S ISIN #US78392Biotechnology$10,001–$100,000
acquired 2024-03-06
SS&C TECHNOLOGIES HLDGS INC COMData Processing & Outsourced S$2,000–$10,000
acquired 2024-02-29
SS&C TECHNOLOGIES HLDGS INC COMData Processing & Outsourced S$10,001–$100,000
acquired 2024-02-29
STARBUCKS CORP COM USD0.001Restaurants$10,001–$100,000
disposed 2024-01-12
THE CIGNA GROUP COMHealth Care Services$10,001–$100,000
disposed 2024-12-11
THE CIGNA GROUP COMHealth Care Services$2,000–$10,000
disposed 2024-12-17
TKO GROUP HOLDINGS INC CL AMovies & Entertainment$10,001–$100,000
acquired 2024-01-23
TKO GROUP HOLDINGS INC CL AMovies & Entertainment$2,000–$10,000
acquired 2024-01-29
TOAST INC CL ATransaction & Payment Processi$10,001–$100,000
acquired 2024-05-29
TRUPANION INC COM USD0.00001Property & Casualty Insurance$2,000–$10,000
disposed 2024-01-08
TRUPANION INC COM USD0.00001Property & Casualty Insurance$2,000–$10,000
disposed 2024-01-08
TRUPANION INC COM USD0.00001Property & Casualty Insurance$2,000–$10,000
disposed 2024-01-08
WILLIAMS-SONOMA INCHomefurnishing Retail$10,001–$100,000
disposed 2024-01-22
WILLIAMS-SONOMA INCHomefurnishing Retail$10,001–$100,000
acquired 2024-09-13
XPEL INC COM ISIN #US98379L1008 SEDOL #BJVN7Z4Automotive Parts & Equipment$2,000–$10,000
disposed 2024-02-26
YETI HLDGS INC COMLeisure Products$2,000–$10,000
acquired 2024-08-22
ZIONS BANCORPORATION N A COMRegional Banks$2,000–$10,000
acquired 2024-01-11
ZOOMINFO TECHNOLOGIES INC COMMON STOCKInteractive Media & Services$2,000–$10,000
acquired 2024-11-01
GILDER, GAGNON, HOWEINVESTMENT FUNDover $1,000,000
ROCKRIDGE HOLDINGSHEDGE FUND · REAL ESTATE OUT OF STATE$100,001–$1,000,000
RBC WEALTH MANAGEMENTBANKING · BONDS$100,001–$1,000,000
WELLS FARGOBANKING$2,000–$10,000
OPTIMUS PROPERTIESREAL ESTATE INVESTMENT · REAL ESTATE$10,001–$100,000
PIMCO CORPORATE OPPORTUNITYCORPORATE BONDS · BONDS$10,001–$100,000

Schedule A-2 · Businesses & trusts (10% or more) 2

KADIMA COACHING AND CONSULTING Sole Proprietorship · from the PDF

BUSINESS CONSULTING · 137 N. LARCHMONT BLVD. LOS ANGELES, CA · (WIFE) FOUNDER/OWNER

Value $2,000–$10,000 · gross income $0–$499

NEXT STEP PARTNERS Partnership

BUSINESS CONSULTING · 432 HYDE STREET SAN FRANCISCO, CA · (WIFE) PARTNER

Value $100,001–$1,000,000 · gross income over $100,000

Sources of $10,000+: Willis Towers Watson; Kite Pharmaceuticals; Amazon; Gilead Sciences

Schedule B · Real property 3

PropertyValueRental income
18321 VENTURA BLVD., TARZANA, CA
Ownership/Deed of Trust
$10,001–$100,000$0–$499
19717-19725 SHERMAN WAY, WINNETKA, CA
Ownership/Deed of Trust
$10,001–$100,000$0–$499
1630 FULLER AVE/1641 POINSETTIA PLACE, LOS ANGELES, CA
Ownership/Deed of Trust
$10,001–$100,000$0–$499