Holdings
| CVNA CARVANA CO | $116.1M | 30.3% | 1,763,296 | +1,385,998 | +367.3% | Added |
| META META PLATFORMS INC-CLASS A | $78.3M | 20.4% | 138,997 | −6,537 | −4.5% | Reduced |
| CACC CREDIT ACCEPTANCE CORP | $68.9M | 18.0% | 108,272 | −15,888 | −12.8% | Reduced |
| IBKR INTERACTIVE BROKERS GRO-CL A | $48.8M | 12.8% | 561,086 | −196,833 | −26.0% | Reduced |
| HTHT H WORLD GROUP LTD-ADR | $21.4M | 5.6% | 513,413 | −44,967 | −8.1% | Reduced |
| YUMC YUM CHINA HOLDINGS INC | $16.3M | 4.2% | 398,021 | −23,518 | −5.6% | Reduced |
| MSFT MICROSOFT CORP | $12.3M | 3.2% | 33,100 | +7,880 | +31.2% | Added |
| GOOGL ALPHABET INC-CL A | $11.6M | 3.0% | 32,520 | — | — | Held |
| DE DEERE & CO | $3.2M | 0.8% | 5,001 | — | — | Held |
| PAYC PAYCOM SOFTWARE INC | $2.7M | 0.7% | 21,395 | — | — | Held |
| CRM SALESFORCE INC | $2.4M | 0.6% | 15,511 | — | — | Held |
| MORN MORNINGSTAR INC | $577K | 0.2% | 3,700 | — | — | Held |
| SPOT SPOTIFY TECHNOLOGY SA | $230K | 0.1% | 500 | — | — | 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.