Holdings
| CVNA CARVANA CO | $132.6M | 27.4% | 761,731 | −57,900 | −7.1% | Reduced |
| META META PLATFORMS INC-CLASS A | $85.6M | 17.7% | 149,583 | −33,500 | −18.3% | Reduced |
| WIX WIX.COM LTD | $66.2M | 13.7% | 396,280 | — | — | Held |
| CACC CREDIT ACCEPTANCE CORP | $59.5M | 12.3% | 134,188 | −3,500 | −2.5% | Reduced |
| IBKR INTERACTIVE BROKERS GRO-CL A | $44.0M | 9.1% | 315,547 | +5,600 | +1.8% | Added |
| PDD PDD HOLDINGS INC | $43.1M | 8.9% | 319,389 | +1,700 | +0.5% | Added |
| YUMC YUM CHINA HOLDINGS INC | $24.8M | 5.1% | 551,429 | +551,429 | — | New |
| HTHT H WORLD GROUP LTD-ADR | $22.9M | 4.7% | 616,337 | +616,337 | — | New |
| DE DEERE & CO | $2.1M | 0.4% | 5,001 | — | — | Held |
| PAYC PAYCOM SOFTWARE INC | $2.1M | 0.4% | 12,395 | +12,395 | — | New |
| CRM SALESFORCE INC | $1.9M | 0.4% | 7,000 | — | — | 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.