Holdings
| WIX WIX.COM LTD | $67.2M | 25.2% | 263,800 | −27,200 | −9.3% | Reduced |
| META META PLATFORMS INC-CLASS A | $66.3M | 24.8% | 253,000 | −7,000 | −2.7% | Reduced |
| CACC CREDIT ACCEPTANCE CORP | $62.0M | 23.2% | 183,000 | — | — | Held |
| TRUP TRUPANION INC | $56.7M | 21.2% | 719,000 | −76,956 | −9.7% | Reduced |
| WORK SLACK TECHNOLOGIES INC- CL A | $15.0M | 5.6% | 557,000 | +557,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CVNA CARVANA CO | 94,642 | $11.4M |
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.