Q1 2022 Holdings
Filed 2022-05-11 | 6 holdings | $108.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $107.8M | 195,946 | 99.8% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $67.3K | 316,743 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $59.0K | 494,935 | 0.1% |
| WIX COM LTD(WIX) | SHS | M98068105 | $47.1K | 450,800 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $40.7K | 182,900 | 0.0% |
| Trupanion Inc(TRUP) | COM | 898202106 | $1.0K | 11,700 | 0.0% |