| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 18.19% | 142,988 | $82,412,564 | -6,595 | -4.41% | $576.36 | 13F |
| CACC | CREDIT ACCEP CORP MICH | 14.7% | 128,929 | $66,572,489 | -2,659 | -2.02% | $516.35 | 13F |
| WIX | WIX COM LTD | 12.19% | 338,000 | $55,222,440 | -21,780 | -6.05% | $163.38 | 13F |
| PDD | PDD HOLDINGS INC | 8.77% | 335,569 | $39,714,591 | -9,920 | -2.87% | $118.35 | 13F |
| IBKR | INTERACTIVE BROKERS GROUP IN | 7.77% | 212,480 | $35,184,563 | -11,867 | -5.29% | $165.59 | 13F |
| YUMC | YUM CHINA HLDGS INC | 5.66% | 492,265 | $25,627,316 | -30,464 | -5.83% | $52.06 | 13F |