Q1 2023 Holdings
Filed 2023-04-14 | 7 holdings | $262.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $73.8M | 169,346 | 28.1% |
| Salesforce Inc(CRM) | COM | 79466L302 | $60.6M | 303,243 | 23.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $58.1M | 274,100 | 22.1% |
| WIX COM LTD(WIX) | SHS | M98068105 | $45.5M | 455,800 | 17.3% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $16.8M | 203,747 | 6.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $6.9M | 709,835 | 2.6% |
| Trupanion Inc(TRUP) | COM | 898202106 | $1.1M | 25,000 | 0.4% |