Holdings
| META META PLATFORMS INC-CLASS A | $39.7M | 28.1% | 238,000 | +31,600 | +15.3% | Added |
| CACC CREDIT ACCEPTANCE CORP | $32.6M | 23.1% | 127,400 | +12,900 | +11.3% | Added |
| WIX WIX.COM LTD | $30.3M | 21.5% | 300,100 | +28,600 | +10.5% | Added |
| TRUP TRUPANION INC | $20.1M | 14.2% | 770,317 | +22,773 | +3.0% | Added |
| GOOGL ALPHABET INC-CL A | $13.2M | 9.4% | 11,400 | +3,200 | +39.0% | Added |
| CVNA CARVANA CO | $5.2M | 3.7% | 94,642 | +94,642 | — | New |
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.