CIK: 0001766596
Total reported value
$382.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 25.38% | +1.24% | -3.29% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 22.21% | +0.82% | -7.71% | |
| 3 | CACC | Credit Acceptance CORP | Stock-Other | 17.05% | +0.30% | — | |
| 4 | WIX | Wix.com Ltd. | Stock-Tech | 15.17% | -7.62% | EXIT | |
| 5 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 10.16% | — | +9.40% | |
| 6 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 9.14% | +2.09% | — | |
| 7 | DE | Deere & Co | Stock-Industrials | 0.45% | +0.20% | — | |
| 8 | CRM | Salesforce INC | Stock-Tech | 0.43% | +0.08% | — |