Holdings
| CACC CREDIT ACCEPTANCE CORP | $53.1M | 38.0% | 115,000 | +9,000 | +8.5% | Added |
| META META PLATFORMS INC-CLASS A | $43.9M | 31.5% | 246,500 | +35,000 | +16.5% | Added |
| GOOGL ALPHABET INC-CL A | $24.3M | 17.4% | 19,900 | — | — | Held |
| TRUP TRUPANION INC | $18.3M | 13.1% | 719,566 | +111,166 | +18.3% | 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.