Holdings
| META META PLATFORMS INC-CLASS A | $70.7M | 23.9% | 442,182 | +72,165 | +19.5% | Added |
| EBAY EBAY INC | $36.4M | 12.3% | 905,600 | +905,600 | — | New |
| SITE SITEONE LANDSCAPE SUPPLY INC | $32.0M | 10.8% | 415,269 | +260,236 | +167.9% | Added |
| GOOG ALPHABET INC-CL C | $30.5M | 10.3% | 29,531 | +5,366 | +22.2% | Added |
| DG DOLLAR GENERAL CORP | $29.2M | 9.9% | 312,275 | +20,550 | +7.0% | Added |
| CMPREUR CIMPRESS NV | $28.6M | 9.7% | 184,938 | −84,707 | −31.4% | Reduced |
| WK WORKIVA INC | $23.8M | 8.0% | 1,003,789 | −189,750 | −15.9% | Reduced |
| AKX ANSYS INC | $23.6M | 8.0% | 150,672 | +9,816 | +7.0% | Added |
| ROP ROPER TECHNOLOGIES INC | $20.8M | 7.0% | 74,214 | −7,833 | −9.5% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CHGG CHEGG INC | 1,800,400 | $29.4M |
| YELP YELP INC | 436,934 | $18.3M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.