Q2 2023 Holdings
Filed 2023-07-17 | 7 holdings | $306.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $87.8M | 172,846 | 28.6% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $77.2M | 269,100 | 25.2% |
| Salesforce Inc(CRM) | COM | 79466L302 | $63.1M | 298,543 | 20.6% |
| WIX COM LTD(WIX) | SHS | M98068105 | $35.7M | 455,800 | 11.6% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $24.0M | 288,747 | 7.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $18.4M | 709,835 | 6.0% |
| Trupanion Inc(TRUP) | COM | 898202106 | $492.0K | 25,000 | 0.2% |