Q1 2023 Holdings
Filed 2023-05-15 | 10 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $256.8M | 1,211,604 | 18.4% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $233.3M | 535,116 | 16.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $189.7M | 1,824,421 | 13.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $171.7M | 497,069 | 12.3% |
| CDW Corp(CDW) | COM | 12514G108 | $162.7M | 835,077 | 11.6% |
| Copart Inc(CPRT) | COM | 217204106 | $132.6M | 1,762,882 | 9.5% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $96.4M | 365,516 | 6.9% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $71.3M | 524,705 | 5.1% |
| Karooooo LTD(KARO) | ORD SHS | Y4600W108 | $51.2M | 2,206,155 | 3.7% |
| First Ctzns Bancshares Inc N(FCNCA) | CL A | 31946M103 | $32.1M | 33,003 | 2.3% |