Holdings
| CVNA CARVANA CO | $118.8M | 31.1% | 377,298 | +73,895 | +24.4% | Added |
| META META PLATFORMS INC-CLASS A | $83.3M | 21.8% | 145,534 | +9,223 | +6.8% | Added |
| CACC CREDIT ACCEPTANCE CORP | $52.7M | 13.8% | 124,160 | −6,271 | −4.8% | Reduced |
| IBKR INTERACTIVE BROKERS GRO-CL A | $51.1M | 13.4% | 757,919 | +5,441 | +0.7% | Added |
| HTHT H WORLD GROUP LTD-ADR | $28.1M | 7.3% | 558,380 | −45,036 | −7.5% | Reduced |
| YUMC YUM CHINA HOLDINGS INC | $20.6M | 5.4% | 421,539 | −22,782 | −5.1% | Reduced |
| MSFT MICROSOFT CORP | $9.4M | 2.5% | 25,220 | +13,720 | +119.3% | Added |
| GOOGL ALPHABET INC-CL A | $9.4M | 2.4% | 32,520 | — | — | Held |
| CRM SALESFORCE INC | $2.9M | 0.8% | 15,511 | +4,531 | +41.3% | Added |
| DE DEERE & CO | $2.8M | 0.7% | 5,001 | — | — | Held |
| PAYC PAYCOM SOFTWARE INC | $2.7M | 0.7% | 21,395 | +9,000 | +72.6% | Added |
| MORN MORNINGSTAR INC | $654K | 0.2% | 3,700 | +3,700 | — | New |
| SPOT SPOTIFY TECHNOLOGY SA | $242K | 0.1% | 500 | +500 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WIX WIX.COM LTD | 314,996 | $32.7M |
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.