Q4 2024 Holdings
Filed 2025-02-10 | 5 holdings | $278.2M | 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 | $79.8M | 170,000 | 28.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $75.7M | 400,000 | 27.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $56.9M | 180,000 | 20.4% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $48.7M | 650,000 | 17.5% |
| CCC Intelligent Solutions HL(CCC) | COM | 12510Q100 | $17.1M | 1,459,831 | 6.2% |