Holdings
| CACC CREDIT ACCEPTANCE CORP | $93.9M | 42.3% | 198,446 | +2,500 | +1.3% | Added |
| CRM SALESFORCE INC | $51.8M | 23.4% | 314,143 | −2,600 | −0.8% | Reduced |
| META META PLATFORMS INC-CLASS A | $33.6M | 15.1% | 208,400 | +25,500 | +13.9% | Added |
| WIX WIX.COM LTD | $29.6M | 13.3% | 450,800 | — | — | Held |
| CVNA CARVANA CO | $11.7M | 5.3% | 517,335 | +22,400 | +4.5% | Added |
| TRUP TRUPANION INC | $1.3M | 0.6% | 22,200 | +10,500 | +89.7% | 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.