CIK: 0001766596
Total reported value
$382.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CACC | Credit Acceptance CORP | Stock-Other | 42.32% | +0.30% | +1.28% | |
| 2 | CRM | Salesforce INC | Stock-Tech | 23.36% | +0.08% | -0.82% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 15.14% | +0.82% | +13.94% | |
| 4 | WIX | Wix.com Ltd. | Stock-Tech | 13.31% | -7.62% | EXIT | |
| 5 | CVNA | Carvana Co | Stock-Consumer Disc | 5.26% | +1.24% | +4.53% | |
| 6 | TRUP | Trupanion INC | Stock-Other | 0.60% | — | +89.74% |