Q4 2024 Holdings
Filed 2025-02-14 | 10 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $432.4M | 738,479 | 25.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $255.2M | 1,339,869 | 15.0% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $190.2M | 405,168 | 11.2% |
| Copart Inc(CPRT) | COM | 217204106 | $185.0M | 3,223,996 | 10.9% |
| Netflix Inc(NFLX) | COM | 64110L106 | $130.9M | 146,836 | 7.7% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $121.0M | 650,383 | 7.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $110.9M | 369,487 | 6.5% |
| Brown & Brown Inc(BRO) | COM | 115236101 | $109.9M | 1,076,837 | 6.4% |
| Karooooo LTD(KARO) | ORD SHS | Y4600W108 | $99.4M | 2,200,668 | 5.8% |
| Eplus Inc(PLUS) | COM | 294268107 | $69.2M | 936,122 | 4.1% |