Holdings
| CACC CREDIT ACCEPTANCE CORP | $92.6M | 46.8% | 195,246 | — | — | Held |
| CRM SALESFORCE INC | $40.2M | 20.3% | 303,243 | −1,900 | −0.6% | Reduced |
| WIX WIX.COM LTD | $35.0M | 17.7% | 455,800 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $25.3M | 12.8% | 210,400 | — | — | Held |
| CVNA CARVANA CO | $3.4M | 1.7% | 709,835 | — | — | Held |
| TRUP TRUPANION INC | $1.2M | 0.6% | 25,000 | — | — | 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.