Q4 2023 Holdings
Filed 2024-02-13 | 8 holdings | $345.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $77.7M | 145,888 | 22.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $70.2M | 198,383 | 20.3% |
| WIX COM LTD(WIX) | SHS | M98068105 | $55.1M | 448,287 | 16.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $49.2M | 186,849 | 14.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $37.9M | 715,412 | 11.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $29.1M | 199,100 | 8.4% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $25.7M | 309,947 | 7.4% |
| Trupanion Inc(TRUP) | COM | 898202106 | $762.8K | 25,000 | 0.2% |