CIK: 0001636441
Total reported value
$87.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 27.46% | — | — | ||
| 2 | TRIP | Tripadvisor INC | Stock-Other | 24.13% | — | +41.53% | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 21.73% | — | — | |
| 4 | KMX | Carmax INC | Stock-Consumer Disc | 17.92% | — | — | |
| 5 | TRUP | Trupanion INC | Stock-Other | 8.76% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TRUP | Trupanion INC | -2% | — | Unchanged |
| 2 | TRIP | Tripadvisor INC | -2.1% | +41.53% | Add |
| 3 | AMZN | Amazon.com INC | -5.7% | — | Unchanged |
| 4 | ✓ | -8% | — | Unchanged | |
| 5 | KMX | Carmax INC | — | NEW | New buy |