Holdings
| CACC CREDIT ACCEPTANCE CORP | $100.6M | 26.9% | 221,495 | +7,800 | +3.7% | Added |
| WIX WIX.COM LTD | $96.9M | 25.9% | 333,700 | +31,900 | +10.6% | Added |
| META META PLATFORMS INC-CLASS A | $74.6M | 20.0% | 214,600 | +4,500 | +2.1% | Added |
| CRM SALESFORCE INC | $53.6M | 14.3% | 219,513 | — | — | Held |
| WORK SLACK TECHNOLOGIES INC- CL A | $48.2M | 12.9% | 1,088,058 | +37,500 | +3.6% | Added |
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.