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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 30.31% | 1,763,296 | $116,060,143 | 1,385,998 | 367.35% | $65.82 | 13F |
| META | META PLATFORMS INC | 20.45% | 138,997 | $78,295,620 | -6,537 | -4.49% | $563.29 | 13F |
| CACC | CREDIT ACCEP CORP MICH | 18.01% | 108,272 | $68,941,113 | -15,888 | -12.8% | $636.74 | 13F |
| IBKR | INTERACTIVE BROKERS GROUP IN | 12.75% | 561,086 | $48,836,925 | -196,833 | -25.97% | $87.04 | 13F |
| HTHT | H WORLD GROUP LTD | 5.59% | 513,413 | $21,419,590 | -44,967 | -8.05% | $41.72 | 13F |
| YUMC | YUM CHINA HLDGS INC | 4.25% | 398,021 | $16,267,118 | -23,518 | -5.58% | $40.87 | 13F |
| MSFT | MICROSOFT CORP | 3.22% | 33,100 | $12,346,962 | 7,880 | 31.25% | $373.02 | 13F |
| GOOGL | ALPHABET INC | 3.04% | 32,520 | $11,621,672 | No Change | $357.37 | 13F | |
| DE | DEERE & CO | 0.83% | 5,001 | $3,172,284 | No Change | $634.33 | 13F | |
| PAYC | PAYCOM SOFTWARE INC | 0.7% | 21,395 | $2,688,924 | No Change | $125.68 | 13F | |
| CRM | SALESFORCE INC | 0.63% | 15,511 | $2,429,953 | No Change | $156.66 | 13F | |
| MORN | MORNINGSTAR INC | 0.15% | 3,700 | $577,274 | No Change | $156.02 | 13F | |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.06% | 500 | $229,565 | No Change | $459.13 | 13F |