Q1 2024 Holdings
Filed 2024-05-02 | 6 holdings | $374.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $96.3M | 198,383 | 25.7% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $75.9M | 137,688 | 20.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $74.5M | 847,531 | 19.9% |
| WIX COM LTD(WIX) | SHS | M98068105 | $59.3M | 431,280 | 15.8% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $34.6M | 309,947 | 9.2% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $33.8M | 290,400 | 9.0% |