Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 3,609,288 | 3,609,288 | 0 | 754,630 | 1,216,186 | 44.87% | +461,556 |
| APPLOVIN CORP(APP) | 2,057,024 | 2,057,024 | 0 | 545,050 | 720,123 | 26.57% | +175,073 |
| WAYFAIR INC(W) | 2,180,385 | 3,000,000 | +819,615 | 69,838 | 153,420 | 5.66% | +83,582 |
| CORE & MAIN INC(CNM) | 2,450,000 | 2,450,000 | 0 | 118,360 | 147,858 | 5.46% | +29,498 |
| COLLIERS INTL GROUP INC(CIGI) | 1,301,133 | 1,301,133 | 0 | 157,482 | 170,358 | 6.29% | +12,876 |
| GXO LOGISTICS INCORPORATED(GXO) | 4,253,997 | 3,600,000 | -653,997 | 166,246 | 175,320 | 6.47% | +9,074 |
| QXO INC(QXO) | 813,009 | 813,009 | 0 | 11,008 | 17,512 | 0.65% | +6,504 |
| CIMPRESS PLC(CMPR) | 2,058,904 | 2,058,904 | 0 | 93,124 | 96,768 | 3.57% | +3,644 |
| DRAFTKINGS INC NEW(DKNG) | 300,000 | 300,000 | 0 | 9,963 | 12,867 | 0.47% | +2,904 |