Holdings
| CVNA CARVANA CO | $128.0M | 29.8% | 303,403 | −141,852 | −31.9% | Reduced |
| META META PLATFORMS INC-CLASS A | $90.0M | 20.9% | 136,311 | −3,401 | −2.4% | Reduced |
| CACC CREDIT ACCEPTANCE CORP | $57.8M | 13.5% | 130,431 | — | — | Held |
| IBKR INTERACTIVE BROKERS GRO-CL A | $48.4M | 11.3% | 752,478 | −46,789 | −5.9% | Reduced |
| WIX WIX.COM LTD | $32.7M | 7.6% | 314,996 | — | — | Held |
| HTHT H WORLD GROUP LTD-ADR | $28.4M | 6.6% | 603,416 | — | — | Held |
| YUMC YUM CHINA HOLDINGS INC | $21.2M | 4.9% | 444,321 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $10.2M | 2.4% | 32,520 | — | — | Held |
| MSFT MICROSOFT CORP | $5.6M | 1.3% | 11,500 | — | — | Held |
| CRM SALESFORCE INC | $2.9M | 0.7% | 10,980 | — | — | Held |
| DE DEERE & CO | $2.3M | 0.5% | 5,001 | — | — | Held |
| PAYC PAYCOM SOFTWARE INC | $2.0M | 0.5% | 12,395 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PDD PDD HOLDINGS INC | 301,232 | $39.8M |
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.