Q3 2024 Holdings
Filed 2024-11-12 | 11 holdings | $484.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $132.6M | 761,731 | 27.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $85.6M | 149,583 | 17.7% |
| WIX COM LTD(WIX) | SHS | M98068105 | $66.2M | 396,280 | 13.7% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $59.5M | 134,188 | 12.3% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $44.0M | 315,547 | 9.1% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $43.1M | 319,389 | 8.9% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $24.8M | 551,429 | 5.1% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $22.9M | 616,337 | 4.7% |
| Deere & Co(DE) | COM | 244199105 | $2.1M | 5,001 | 0.4% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $2.1M | 12,395 | 0.4% |
| Salesforce Inc(CRM) | COM | 79466L302 | $1.9M | 7,000 | 0.4% |