Holdings
| CACC CREDIT ACCEPTANCE CORP | $73.8M | 28.1% | 169,346 | −25,900 | −13.3% | Reduced |
| CRM SALESFORCE INC | $60.6M | 23.0% | 303,243 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $58.1M | 22.1% | 274,100 | +63,700 | +30.3% | Added |
| WIX WIX.COM LTD | $45.5M | 17.3% | 455,800 | — | — | Held |
| IBKR INTERACTIVE BROKERS GRO-CL A | $16.8M | 6.4% | 203,747 | +203,747 | — | New |
| CVNA CARVANA CO | $6.9M | 2.6% | 709,835 | — | — | Held |
| TRUP TRUPANION INC | $1.1M | 0.4% | 25,000 | — | — | 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.