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 | 22.48% | +0.30% | -7.49% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 20.31% | +0.82% | -26.14% | |
| 3 | WIX | Wix.com Ltd. | Stock-Tech | 15.95% | -7.62% | EXIT | |
| 4 | CRM | Salesforce INC | Stock-Tech | 14.22% | +0.08% | -36.63% | |
| 5 | CVNA | Carvana Co | Stock-Consumer Disc | 10.96% | +1.24% | +12.46% | |
| 6 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 8.43% | — | — | |
| 7 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 7.43% | +2.09% | +7.34% | |
| 8 | TRUP | Trupanion INC | Stock-Other | 0.22% | — | — |