Holdings
| CVNA CARVANA CO | $172.0M | 31.8% | 510,352 | −37,162 | −6.8% | Reduced |
| META META PLATFORMS INC-CLASS A | $105.5M | 19.5% | 142,988 | — | — | Held |
| CACC CREDIT ACCEPTANCE CORP | $65.7M | 12.2% | 128,929 | — | — | Held |
| WIX WIX.COM LTD | $53.6M | 9.9% | 338,000 | — | — | Held |
| IBKR INTERACTIVE BROKERS GRO-CL A | $47.1M | 8.7% | 849,920 | +637,440 | +300.0% | Added |
| PDD PDD HOLDINGS INC | $35.1M | 6.5% | 335,569 | — | — | Held |
| HTHT H WORLD GROUP LTD-ADR | $22.4M | 4.1% | 659,652 | — | — | Held |
| YUMC YUM CHINA HOLDINGS INC | $22.0M | 4.1% | 492,265 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $5.7M | 1.1% | 32,520 | +32,520 | — | New |
| MSFT MICROSOFT CORP | $5.7M | 1.1% | 11,500 | — | — | Held |
| PAYC PAYCOM SOFTWARE INC | $2.9M | 0.5% | 12,395 | — | — | Held |
| DE DEERE & CO | $2.5M | 0.5% | 5,001 | — | — | 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.