Holdings
| CVNA CARVANA CO | $168.0M | 30.8% | 445,255 | −65,097 | −12.8% | Reduced |
| META META PLATFORMS INC-CLASS A | $102.6M | 18.8% | 139,712 | −3,276 | −2.3% | Reduced |
| CACC CREDIT ACCEPTANCE CORP | $60.9M | 11.1% | 130,431 | +1,502 | +1.2% | Added |
| WIX WIX.COM LTD | $56.0M | 10.2% | 314,996 | −23,004 | −6.8% | Reduced |
| IBKR INTERACTIVE BROKERS GRO-CL A | $55.0M | 10.1% | 799,267 | −50,653 | −6.0% | Reduced |
| PDD PDD HOLDINGS INC | $39.8M | 7.3% | 301,232 | −34,337 | −10.2% | Reduced |
| HTHT H WORLD GROUP LTD-ADR | $23.6M | 4.3% | 603,416 | −56,236 | −8.5% | Reduced |
| YUMC YUM CHINA HOLDINGS INC | $19.1M | 3.5% | 444,321 | −47,944 | −9.7% | Reduced |
| GOOGL ALPHABET INC-CL A | $7.9M | 1.4% | 32,520 | — | — | Held |
| MSFT MICROSOFT CORP | $6.0M | 1.1% | 11,500 | — | — | Held |
| CRM SALESFORCE INC | $2.6M | 0.5% | 10,980 | +10,980 | — | New |
| PAYC PAYCOM SOFTWARE INC | $2.6M | 0.5% | 12,395 | — | — | Held |
| DE DEERE & CO | $2.3M | 0.4% | 5,001 | — | — | 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.