Q2 2025 Holdings
Filed 2025-07-08 | 12 holdings | $540.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $172.0M | 510,352 | 31.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $105.5M | 142,988 | 19.5% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $65.7M | 128,929 | 12.2% |
| WIX COM LTD(WIX) | SHS | M98068105 | $53.6M | 338,000 | 9.9% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $47.1M | 849,920 | 8.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $35.1M | 335,569 | 6.5% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $22.4M | 659,652 | 4.1% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $22.0M | 492,265 | 4.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $5.7M | 32,520 | 1.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.7M | 11,500 | 1.1% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $2.9M | 12,395 | 0.5% |
| Deere & Co(DE) | COM | 244199105 | $2.5M | 5,001 | 0.5% |