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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 29.81% | 303,403 | $128,042,134 | -141,852 | -31.86% | $422.02 | 13F |
| META | META PLATFORMS INC | 20.95% | 136,311 | $89,977,528 | -3,401 | -2.43% | $660.09 | 13F |
| CACC | CREDIT ACCEP CORP MICH | 13.47% | 130,431 | $57,840,931 | No Change | $443.46 | 13F | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 11.27% | 752,478 | $48,391,860 | -46,789 | -5.85% | $64.31 | 13F |
| WIX | WIX COM LTD | 7.62% | 314,996 | $32,724,934 | No Change | $103.89 | 13F | |
| HTHT | H WORLD GROUP LTD | 6.61% | 603,416 | $28,390,723 | No Change | $47.05 | 13F | |
| YUMC | YUM CHINA HLDGS INC | 4.94% | 444,321 | $21,211,885 | No Change | $47.74 | 13F | |
| GOOGL | ALPHABET INC | 2.37% | 32,520 | $10,178,760 | No Change | $313 | 13F | |
| MSFT | MICROSOFT CORP | 1.29% | 11,500 | $5,561,630 | No Change | $483.62 | 13F | |
| CRM | SALESFORCE INC | 0.68% | 10,980 | $2,908,712 | No Change | $264.91 | 13F | |
| DE | DEERE & CO | 0.54% | 5,001 | $2,328,316 | No Change | $465.57 | 13F | |
| PAYC | PAYCOM SOFTWARE INC | 0.46% | 12,395 | $1,975,267 | No Change | $159.36 | 13F | |
| PDD | PDD HOLDINGS INC | -301,232 | Exited | 13F |