Holdings
| CVNA CARVANA CO | $114.5M | 25.3% | 547,514 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $82.4M | 18.2% | 142,988 | −6,595 | −4.4% | Reduced |
| CACC CREDIT ACCEPTANCE CORP | $66.6M | 14.7% | 128,929 | −2,659 | −2.0% | Reduced |
| WIX WIX.COM LTD | $55.2M | 12.2% | 338,000 | −21,780 | −6.1% | Reduced |
| PDD PDD HOLDINGS INC | $39.7M | 8.8% | 335,569 | −9,920 | −2.9% | Reduced |
| IBKR INTERACTIVE BROKERS GRO-CL A | $35.2M | 7.8% | 212,480 | −11,867 | −5.3% | Reduced |
| YUMC YUM CHINA HOLDINGS INC | $25.6M | 5.7% | 492,265 | −30,464 | −5.8% | Reduced |
| HTHT H WORLD GROUP LTD-ADR | $24.4M | 5.4% | 659,652 | +43,315 | +7.0% | Added |
| MSFT MICROSOFT CORP | $4.3M | 1.0% | 11,500 | — | — | Held |
| PAYC PAYCOM SOFTWARE INC | $2.7M | 0.6% | 12,395 | — | — | Held |
| DE DEERE & CO | $2.3M | 0.5% | 5,001 | — | — | 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.