Holdings
| CACC CREDIT ACCEPTANCE CORP | $47.9M | 37.9% | 106,000 | −4,000 | −3.6% | Reduced |
| META META PLATFORMS INC-CLASS A | $35.3M | 27.9% | 211,500 | +5,000 | +2.4% | Added |
| GOOGL ALPHABET INC-CL A | $23.4M | 18.5% | 19,900 | — | — | Held |
| TRUP TRUPANION INC | $19.9M | 15.7% | 608,400 | +17,700 | +3.0% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SHAK SHAKE SHACK INC - CLASS A | 165,000 | $7.5M |
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.