Holdings
| META META PLATFORMS INC-CLASS A | $80.6M | 24.6% | 268,583 | −517 | −0.2% | Reduced |
| CACC CREDIT ACCEPTANCE CORP | $72.6M | 22.1% | 157,696 | −15,150 | −8.8% | Reduced |
| CRM SALESFORCE INC | $59.8M | 18.2% | 294,843 | −3,700 | −1.2% | Reduced |
| WIX WIX.COM LTD | $42.8M | 13.1% | 466,300 | +10,500 | +2.3% | Added |
| CVNA CARVANA CO | $26.7M | 8.1% | 636,135 | −73,700 | −10.4% | Reduced |
| IBKR INTERACTIVE BROKERS GRO-CL A | $25.0M | 7.6% | 288,747 | — | — | Held |
| PDD PDD HOLDINGS INC | $19.5M | 6.0% | 199,100 | +199,100 | — | New |
| TRUP TRUPANION INC | $705K | 0.2% | 25,000 | — | — | 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.