Holdings
| CVNA CARVANA CO | $105.5M | 25.4% | 819,631 | −27,900 | −3.3% | Reduced |
| META META PLATFORMS INC-CLASS A | $92.3M | 22.2% | 183,083 | −15,300 | −7.7% | Reduced |
| CACC CREDIT ACCEPTANCE CORP | $70.9M | 17.1% | 137,688 | — | — | Held |
| WIX WIX.COM LTD | $63.0M | 15.2% | 396,280 | −35,000 | −8.1% | Reduced |
| PDD PDD HOLDINGS INC | $42.2M | 10.2% | 317,689 | +27,289 | +9.4% | Added |
| IBKR INTERACTIVE BROKERS GRO-CL A | $38.0M | 9.1% | 309,947 | — | — | Held |
| DE DEERE & CO | $1.9M | 0.4% | 5,001 | +5,001 | — | New |
| CRM SALESFORCE INC | $1.8M | 0.4% | 7,000 | +7,000 | — | New |
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.