Q4 2023 Holdings
Filed 2024-02-14 | 5 holdings | $244.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $66.6M | 800,000 | 27.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $65.7M | 470,000 | 26.9% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $50.2M | 260,000 | 20.5% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $46.9M | 88,000 | 19.2% |
| CCC Intelligent Solutions HL(CCC) | COM | 12510Q100 | $15.1M | 1,324,287 | 6.2% |