Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 10,000,000 | 10,000,000 | 0 | 259,200 | 419,800 | 37.32% | +160,600 |
| APPLOVIN CORP(APP) | 5,000,000 | 5,000,000 | 0 | 128,650 | 199,800 | 17.76% | +71,150 |
| CIMPRESS PLC(CMPR) | 2,358,904 | 2,358,904 | 0 | 140,308 | 165,147 | 14.68% | +24,839 |
| DOORDASH INC(DASH) | 150,000 | 300,000 | +150,000 | 11,463 | 23,841 | 2.12% | +12,378 |
| COLLIERS INTL GROUP INC(CIGI) | 1,000,000 | 1,000,000 | 0 | 98,124 | 95,268 | 8.47% | -2,856 |
| WAYFAIR INC(W) | 3,650,000 | 3,650,000 | 0 | 237,287 | 221,081 | 19.65% | -16,206 |