Q3 2023 Holdings
Filed 2023-10-10 | 8 holdings | $327.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $80.6M | 268,583 | 24.6% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $72.6M | 157,696 | 22.1% |
| Salesforce Inc(CRM) | COM | 79466L302 | $59.8M | 294,843 | 18.2% |
| WIX COM LTD(WIX) | SHS | M98068105 | $42.8M | 466,300 | 13.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $26.7M | 636,135 | 8.1% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $25.0M | 288,747 | 7.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $19.5M | 199,100 | 6.0% |
| Trupanion Inc(TRUP) | COM | 898202106 | $705.0K | 25,000 | 0.2% |