Holdings
| META META PLATFORMS INC-CLASS A | $69.1M | 24.3% | 253,000 | — | — | Held |
| CACC CREDIT ACCEPTANCE CORP | $68.3M | 24.0% | 197,300 | +14,300 | +7.8% | Added |
| WIX WIX.COM LTD | $65.9M | 23.2% | 263,800 | — | — | Held |
| WORK SLACK TECHNOLOGIES INC- CL A | $43.0M | 15.1% | 1,016,800 | +459,800 | +82.5% | Added |
| TRUP TRUPANION INC | $37.9M | 13.3% | 316,298 | −402,702 | −56.0% | 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.