| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 31.83% | 510,352 | $171,968,210 | -37,162 | -6.79% | $336.96 | 13F |
| META | META PLATFORMS INC | 19.54% | 142,988 | $105,538,013 | No Change | $738.09 | 13F | |
| CACC | CREDIT ACCEP CORP MICH | 12.16% | 128,929 | $65,680,300 | No Change | $509.43 | 13F | |
| WIX | WIX COM LTD | 9.91% | 338,000 | $53,559,480 | No Change | $158.46 | 13F | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 8.72% | 849,920 | $47,094,067 | 637,440 | 300% | $55.41 | 13F |
| PDD | PDD HOLDINGS INC | 6.5% | 335,569 | $35,120,652 | No Change | $104.66 | 13F | |
| HTHT | H WORLD GROUP LTD | 4.14% | 659,652 | $22,375,396 | No Change | $33.92 | 13F | |
| YUMC | YUM CHINA HLDGS INC | 4.07% | 492,265 | $22,009,168 | No Change | $44.71 | 13F | |
| GOOGL | ALPHABET INC | 1.06% | 32,520 | $5,731,000 | 32,520 | New | $176.23 | 13F |
| MSFT | MICROSOFT CORP | 1.06% | 11,500 | $5,720,215 | No Change | $497.41 | 13F | |
| PAYC | PAYCOM SOFTWARE INC | 0.53% | 12,395 | $2,868,203 | No Change | $231.4 | 13F | |
| DE | DEERE & CO | 0.47% | 5,001 | $2,542,958 | No Change | $508.49 | 13F |