Holdings
| CACC CREDIT ACCEPTANCE CORP | $42.0M | 37.4% | 110,000 | — | — | — |
| META META PLATFORMS INC-CLASS A | $27.1M | 24.1% | 206,500 | — | — | — |
| GOOGL ALPHABET INC-CL A | $20.8M | 18.5% | 19,900 | — | — | — |
| TRUP TRUPANION INC | $15.0M | 13.4% | 590,700 | — | — | — |
| SHAK SHAKE SHACK INC - CLASS A | $7.5M | 6.7% | 165,000 | — | — | — |
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.