Q3 2025 Holdings
Filed 2025-11-06 | 4 holdings | $231.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $68.3M | 200,000 | 29.5% |
| CCC Intelligent Solutions HL(CCC) | COM | 12510Q100 | $63.8M | 7,000,000 | 27.6% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $60.7M | 130,000 | 26.2% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $38.6M | 180,000 | 16.7% |