Holdings
| CACC CREDIT ACCEPTANCE CORP | $85.5M | 40.8% | 195,246 | −3,200 | −1.6% | Reduced |
| CRM SALESFORCE INC | $43.9M | 20.9% | 305,143 | −9,000 | −2.9% | Reduced |
| WIX WIX.COM LTD | $35.7M | 17.0% | 455,800 | +5,000 | +1.1% | Added |
| META META PLATFORMS INC-CLASS A | $28.5M | 13.6% | 210,400 | +2,000 | +1.0% | Added |
| CVNA CARVANA CO | $14.4M | 6.9% | 709,835 | +192,500 | +37.2% | Added |
| TRUP TRUPANION INC | $1.5M | 0.7% | 25,000 | +2,800 | +12.6% | 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.