Q2 2024 Holdings
Filed 2024-08-07 | 8 holdings | $415.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $105.5M | 819,631 | 25.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $92.3M | 183,083 | 22.2% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $70.9M | 137,688 | 17.1% |
| WIX COM LTD(WIX) | SHS | M98068105 | $63.0M | 396,280 | 15.2% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $42.2M | 317,689 | 10.2% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $38.0M | 309,947 | 9.1% |
| Deere & Co(DE) | COM | 244199105 | $1.9M | 5,001 | 0.4% |
| Salesforce Inc(CRM) | COM | 79466L302 | $1.8M | 7,000 | 0.4% |