Q1 2021 Holdings
Filed 2021-05-17 | 13 holdings | $241.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $219.5M | 609,413 | 90.8% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $20.9M | 147,974 | 8.7% |
| Facebook Inc(META) | CL A | 30303M102 | $320.4K | 1,087,941 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $279.7K | 135,192 | 0.1% |
| CDW Corp(CDW) | COM | 12514G108 | $115.3K | 695,521 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $105.2K | 925,779 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $101.2K | 453,152 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $100.2K | 922,916 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $65.7K | 310,112 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $63.8K | 302,661 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $59.1K | 231,360 | 0.0% |
| Ituran Location and Control(ITRN) | SHS | M6158M104 | $24.2K | 1,137,642 | 0.0% |
| Dragoneer Growth Opportun Co | COM CL A | G28302100 | $3.7K | 369,312 | 0.0% |