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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 25.38% | 819,631 | $105,502,902 | -27,900 | -3.29% | $128.72 | 13F |
| META | META PLATFORMS INC | 22.21% | 183,083 | $92,314,110 | -15,300 | -7.71% | $504.22 | 13F |
| CACC | CREDIT ACCEP CORP MICH | 17.05% | 137,688 | $70,865,260 | No Change | $514.68 | 13F | |
| WIX | WIX COM LTD | 15.17% | 396,280 | $63,036,260 | -35,000 | -8.12% | $159.07 | 13F |
| PDD | PDD HOLDINGS INC | 10.16% | 317,689 | $42,236,753 | 27,289 | 9.4% | $132.95 | 13F |
| IBKR | INTERACTIVE BROKERS GROUP IN | 9.14% | 309,947 | $37,999,502 | No Change | $122.6 | 13F | |
| DE | DEERE & CO | 0.45% | 5,001 | $1,868,524 | 5,001 | New | $373.63 | 13F |
| CRM | SALESFORCE INC | 0.43% | 7,000 | $1,799,700 | 7,000 | New | $257.1 | 13F |