Holdings
| CACC CREDIT ACCEPTANCE CORP | $50.6M | 30.7% | 114,500 | −500 | −0.4% | Reduced |
| META META PLATFORMS INC-CLASS A | $42.4M | 25.6% | 206,400 | −40,100 | −16.3% | Reduced |
| WIX WIX.COM LTD | $33.2M | 20.1% | 271,500 | +271,500 | — | New |
| TRUP TRUPANION INC | $28.0M | 16.9% | 747,544 | +27,978 | +3.9% | Added |
| GOOGL ALPHABET INC-CL A | $11.0M | 6.6% | 8,200 | −11,700 | −58.8% | Reduced |
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.