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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 31.05% | 377,298 | $118,818,309 | 73,895 | 24.36% | $314.92 | 13F |
| META | META PLATFORMS INC | 21.77% | 145,534 | $83,313,117 | 9,223 | 6.77% | $572.46 | 13F |
| CACC | CREDIT ACCEP CORP MICH | 13.77% | 124,160 | $52,697,453 | -6,271 | -4.81% | $424.43 | 13F |
| IBKR | INTERACTIVE BROKERS GROUP IN | 13.36% | 757,919 | $51,111,227 | 5,441 | 0.72% | $67.44 | 13F |
| HTHT | H WORLD GROUP LTD | 7.34% | 558,380 | $28,080,930 | -45,036 | -7.46% | $50.29 | 13F |
| YUMC | YUM CHINA HLDGS INC | 5.37% | 421,539 | $20,562,673 | -22,782 | -5.13% | $48.78 | 13F |
| MSFT | MICROSOFT CORP | 2.46% | 25,220 | $9,407,607 | 13,720 | 119.3% | $373.02 | 13F |
| GOOGL | ALPHABET INC | 2.44% | 32,520 | $9,351,451 | No Change | $287.56 | 13F | |
| CRM | SALESFORCE INC | 0.76% | 15,511 | $2,895,439 | 4,531 | 41.27% | $186.67 | 13F |
| DE | DEERE & CO | 0.74% | 5,001 | $2,817,063 | No Change | $563.3 | 13F | |
| PAYC | PAYCOM SOFTWARE INC | 0.7% | 21,395 | $2,676,998 | 9,000 | 72.61% | $125.12 | 13F |
| MORN | MORNINGSTAR INC | 0.17% | 3,700 | $653,790 | 3,700 | New | $176.7 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.06% | 500 | $242,455 | 500 | New | $484.91 | 13F |
| WIX | WIX COM LTD | -314,996 | Exited | 13F |