Holdings
| CACC CREDIT ACCEPTANCE CORP | $76.7M | 30.0% | 183,000 | +55,600 | +43.6% | Added |
| WIX WIX.COM LTD | $74.6M | 29.2% | 291,000 | −9,100 | −3.0% | Reduced |
| META META PLATFORMS INC-CLASS A | $59.0M | 23.1% | 260,000 | +22,000 | +9.2% | Added |
| TRUP TRUPANION INC | $34.0M | 13.3% | 795,956 | +25,639 | +3.3% | Added |
| CVNA CARVANA CO | $11.4M | 4.5% | 94,642 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| GOOGL ALPHABET INC-CL A | 11,400 | $13.2M |
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.