Holdings
| CVNA CARVANA CO | $111.3M | 23.9% | 547,514 | −214,217 | −28.1% | Reduced |
| META META PLATFORMS INC-CLASS A | $87.6M | 18.8% | 149,583 | — | — | Held |
| WIX WIX.COM LTD | $77.2M | 16.5% | 359,780 | −36,500 | −9.2% | Reduced |
| CACC CREDIT ACCEPTANCE CORP | $61.8M | 13.2% | 131,588 | −2,600 | −1.9% | Reduced |
| IBKR INTERACTIVE BROKERS GRO-CL A | $40.1M | 8.6% | 224,347 | −91,200 | −28.9% | Reduced |
| PDD PDD HOLDINGS INC | $33.5M | 7.2% | 345,489 | +26,100 | +8.2% | Added |
| YUMC YUM CHINA HOLDINGS INC | $25.2M | 5.4% | 522,729 | −28,700 | −5.2% | Reduced |
| HTHT H WORLD GROUP LTD-ADR | $20.4M | 4.4% | 616,337 | — | — | Held |
| MSFT MICROSOFT CORP | $4.8M | 1.0% | 11,500 | +11,500 | — | New |
| PAYC PAYCOM SOFTWARE INC | $2.5M | 0.5% | 12,395 | — | — | Held |
| DE DEERE & CO | $2.1M | 0.5% | 5,001 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CRM SALESFORCE INC | 7,000 | $1.9M |
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.