Holdings
| CACC CREDIT ACCEPTANCE CORP | $132.8M | 34.4% | 193,158 | −20,837 | −9.7% | Reduced |
| CRM SALESFORCE INC | $81.1M | 21.0% | 318,943 | +21,635 | +7.3% | Added |
| META META PLATFORMS INC-CLASS A | $75.1M | 19.5% | 223,400 | +8,800 | +4.1% | Added |
| WIX WIX.COM LTD | $64.9M | 16.8% | 411,400 | +77,700 | +23.3% | Added |
| CVNA CARVANA CO | $30.8M | 8.0% | 133,035 | +133,035 | — | New |
| TRUP TRUPANION INC | $1.5M | 0.4% | 11,700 | +11,700 | — | New |
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.