Q2 2020 Holdings
Filed 2025-07-11 | 5 holdings | $191.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Trupanion Inc(TRUP) | COM | 898202106 | $117.6M | 2,755,000 | 61.3% |
| Essent Group LTD(ESNT) | COM | G3198U102 | $60.4M | 1,666,374 | 31.5% |
| Universal INS Hldgs Inc(UVE) | COM | 91359V107 | $10.4M | 583,771 | 5.4% |
| Kingstone COS Inc(KINS) | COM | 496719105 | $2.6M | 595,238 | 1.4% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $815.4K | 8,130 | 0.4% |