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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 |
| IBKR | INTERACTIVE BROKERS GROUP IN | 13.36% | 757,919 | $51,111,227 | 5,441 | 0.72% | $67.44 | 13F |
| MSFT | MICROSOFT CORP | 2.46% | 25,220 | $9,407,607 | 13,720 | 119.3% | $373.02 | 13F |
| CRM | SALESFORCE INC | 0.76% | 15,511 | $2,895,439 | 4,531 | 41.27% | $186.67 | 13F |
| PAYC | PAYCOM SOFTWARE INC | 0.7% | 21,395 | $2,676,998 | 9,000 | 72.61% | $125.12 | 13F |