| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 30.75% | 445,255 | $167,967,996 | -65,097 | -12.76% | $377.24 | 13F |
| META | META PLATFORMS INC | 18.78% | 139,712 | $102,601,699 | -3,276 | -2.29% | $734.38 | 13F |
| CACC | CREDIT ACCEP CORP MICH | 11.15% | 130,431 | $60,902,147 | 1,502 | 1.16% | $466.93 | 13F |
| WIX | WIX COM LTD | 10.24% | 314,996 | $55,952,739 | -23,004 | -6.81% | $177.63 | 13F |
| IBKR | INTERACTIVE BROKERS GROUP IN | 10.07% | 799,267 | $54,997,562 | -50,653 | -5.96% | $68.81 | 13F |
| PDD | PDD HOLDINGS INC | 7.29% | 301,232 | $39,813,833 | -34,337 | -10.23% | $132.17 | 13F |
| HTHT | H WORLD GROUP LTD | 4.32% | 603,416 | $23,599,600 | -56,236 | -8.53% | $39.11 | 13F |
| YUMC | YUM CHINA HLDGS INC | 3.49% | 444,321 | $19,070,257 | -47,944 | -9.74% | $42.92 | 13F |
| GOOGL | ALPHABET INC | 1.45% | 32,520 | $7,905,612 | No Change | $243.1 | 13F | |
| MSFT | MICROSOFT CORP | 1.09% | 11,500 | $5,956,425 | No Change | $517.95 | 13F | |
| CRM | SALESFORCE INC | 0.48% | 10,980 | $2,602,260 | 10,980 | New | $237 | 13F |
| PAYC | PAYCOM SOFTWARE INC | 0.47% | 12,395 | $2,579,895 | No Change | $208.14 | 13F | |
| DE | DEERE & CO | 0.42% | 5,001 | $2,286,757 | No Change | $457.26 | 13F |