Holdings
| CACC CREDIT ACCEPTANCE CORP | $107.8M | 33.4% | 195,946 | +2,788 | +1.4% | Added |
| CRM SALESFORCE INC | $67.3M | 20.8% | 316,743 | −2,200 | −0.7% | Reduced |
| CVNA CARVANA CO | $59.0M | 18.3% | 494,935 | +361,900 | +272.0% | Added |
| WIX WIX.COM LTD | $47.1M | 14.6% | 450,800 | +39,400 | +9.6% | Added |
| META META PLATFORMS INC-CLASS A | $40.7M | 12.6% | 182,900 | −40,500 | −18.1% | Reduced |
| TRUP TRUPANION INC | $1.0M | 0.3% | 11,700 | — | — | Held |
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.