Holdings
| CACC CREDIT ACCEPTANCE CORP | $87.8M | 28.6% | 172,846 | +3,500 | +2.1% | Added |
| META META PLATFORMS INC-CLASS A | $77.2M | 25.2% | 269,100 | −5,000 | −1.8% | Reduced |
| CRM SALESFORCE INC | $63.1M | 20.6% | 298,543 | −4,700 | −1.5% | Reduced |
| WIX WIX.COM LTD | $35.7M | 11.6% | 455,800 | — | — | Held |
| IBKR INTERACTIVE BROKERS GRO-CL A | $24.0M | 7.8% | 288,747 | +85,000 | +41.7% | Added |
| CVNA CARVANA CO | $18.4M | 6.0% | 709,835 | — | — | Held |
| TRUP TRUPANION INC | $492K | 0.2% | 25,000 | — | — | 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.