Holdings
| CACC CREDIT ACCEPTANCE CORP | $125.3M | 36.4% | 213,995 | −7,500 | −3.4% | Reduced |
| CRM SALESFORCE INC | $80.6M | 23.4% | 297,308 | +77,795 | +35.4% | Added |
| META META PLATFORMS INC-CLASS A | $72.8M | 21.2% | 214,600 | — | — | Held |
| WIX WIX.COM LTD | $65.4M | 19.0% | 333,700 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WORK SLACK TECHNOLOGIES INC- CL A | 1,088,058 | $48.2M |
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.