Holdings
| CACC CREDIT ACCEPTANCE CORP | $77.7M | 22.5% | 145,888 | −11,808 | −7.5% | Reduced |
| META META PLATFORMS INC-CLASS A | $70.2M | 20.3% | 198,383 | −70,200 | −26.1% | Reduced |
| WIX WIX.COM LTD | $55.1M | 16.0% | 448,287 | −18,013 | −3.9% | Reduced |
| CRM SALESFORCE INC | $49.2M | 14.2% | 186,849 | −107,994 | −36.6% | Reduced |
| CVNA CARVANA CO | $37.9M | 11.0% | 715,412 | +79,277 | +12.5% | Added |
| PDD PDD HOLDINGS INC | $29.1M | 8.4% | 199,100 | — | — | Held |
| IBKR INTERACTIVE BROKERS GRO-CL A | $25.7M | 7.4% | 309,947 | +21,200 | +7.3% | Added |
| TRUP TRUPANION INC | $763K | 0.2% | 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.