CIK: 0001636441
Total reported value
$87.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 48.31% | — | — | ||
| 2 | KMX | Carmax INC | Stock-Consumer Disc | 30.63% | — | — | |
| 3 | TRUP | Trupanion INC | Stock-Other | 17.01% | — | — | |
| 4 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 3.07% | — | — | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.98% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +9.7% | — | Unchanged | |
| 2 | KMX | Carmax INC | +6% | — | Unchanged |
| 3 | TRUP | Trupanion INC | +3.1% | — | Unchanged |
| 4 | AMZN | Amazon.com INC | 0% | — | Unchanged |
| 5 | TRIP | Tripadvisor INC | — | EXIT | Sold out |
| 6 | JD | Jd.com Inc-adr | — | NEW | New buy |