Q4 2022 Holdings
Filed 2023-02-03 | 6 holdings | $197.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $92.6M | 195,246 | 46.8% |
| Salesforce Inc(CRM) | COM | 79466L302 | $40.2M | 303,243 | 20.3% |
| WIX COM LTD(WIX) | SHS | M98068105 | $35.0M | 455,800 | 17.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $25.3M | 210,400 | 12.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $3.4M | 709,835 | 1.7% |
| Trupanion Inc(TRUP) | COM | 898202106 | $1.2M | 25,000 | 0.6% |