Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
---|---|---|---|---|---|---|---|---|
CVNA | CARVANA CO | 23.86% | 547,514 | $111,342,447 | -214,217 | -28.12% | $203.36 | 13F |
META | META PLATFORMS INC | 18.77% | 149,583 | $87,582,342 | No Change | $585.51 | 13F | |
WIX | WIX COM LTD | 16.54% | 359,780 | $77,190,799 | -36,500 | -9.21% | $214.55 | 13F |
CACC | CREDIT ACCEP CORP MICH | 13.24% | 131,588 | $61,775,302 | -2,600 | -1.94% | $469.46 | 13F |
IBKR | INTERACTIVE BROKERS GROUP IN | 8.6% | 224,347 | $40,146,896 | -91,200 | -28.9% | $178.95 | 13F |
PDD | PDD HOLDINGS INC | 7.18% | 345,489 | $33,508,978 | 26,100 | 8.17% | $96.99 | 13F |
YUMC | YUM CHINA HLDGS INC | 5.4% | 522,729 | $25,179,856 | -28,700 | -5.2% | $48.17 | 13F |
HTHT | H WORLD GROUP LTD | 4.36% | 616,337 | $20,357,611 | No Change | $33.03 | 13F | |
MSFT | MICROSOFT CORP | 1.04% | 11,500 | $4,847,250 | 11,500 | New | $421.5 | 13F |
PAYC | PAYCOM SOFTWARE INC | 0.54% | 12,395 | $2,540,603 | No Change | $204.97 | 13F | |
DE | DEERE & CO | 0.45% | 5,001 | $2,118,924 | No Change | $423.7 | 13F | |
CRM | SALESFORCE INC | -7,000 | Exited | 13F |