Holdings
| WIX WIX.COM LTD | $84.3M | 27.0% | 301,800 | +38,000 | +14.4% | Added |
| CACC CREDIT ACCEPTANCE CORP | $77.0M | 24.6% | 213,695 | +16,395 | +8.3% | Added |
| META META PLATFORMS INC-CLASS A | $61.9M | 19.8% | 210,100 | −42,900 | −17.0% | Reduced |
| CRM SALESFORCE INC | $46.5M | 14.9% | 219,513 | +219,513 | — | New |
| WORK SLACK TECHNOLOGIES INC- CL A | $42.7M | 13.7% | 1,050,558 | +33,758 | +3.3% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TRUP TRUPANION INC | 316,298 | $37.9M |
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.