Holdings
| META META PLATFORMS INC-CLASS A | $96.3M | 25.7% | 198,383 | — | — | Held |
| CACC CREDIT ACCEPTANCE CORP | $75.9M | 20.3% | 137,688 | −8,200 | −5.6% | Reduced |
| CVNA CARVANA CO | $74.5M | 19.9% | 847,531 | +132,119 | +18.5% | Added |
| WIX WIX.COM LTD | $59.3M | 15.8% | 431,280 | −17,007 | −3.8% | Reduced |
| IBKR INTERACTIVE BROKERS GRO-CL A | $34.6M | 9.2% | 309,947 | — | — | Held |
| PDD PDD HOLDINGS INC | $33.8M | 9.0% | 290,400 | +91,300 | +45.9% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CRM SALESFORCE INC | 186,849 | $49.2M |
| TRUP TRUPANION INC | 25,000 | $763K |
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.