Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 10,000,000 | 9,490,000 | -510,000 | 419,800 | 502,401 | 39.50% | +82,601 |
| COLLIERS INTL GROUP INC(CIGI) | 1,000,000 | 1,000,000 | 0 | 95,268 | 126,691 | 9.96% | +31,423 |
| CIMPRESS PLC(CMPR) | 2,358,904 | 2,358,904 | 0 | 165,147 | 188,830 | 14.84% | +23,683 |
| DOORDASH INC(DASH) | 300,000 | 300,000 | 0 | 23,841 | 29,667 | 2.33% | +5,826 |
| WAYFAIR INC(W) | 3,650,000 | 3,650,000 | 0 | 221,081 | 225,205 | 17.70% | +4,125 |
| APPLOVIN CORP(APP) | 5,000,000 | 5,000,000 | 0 | 199,800 | 199,250 | 15.66% | -550 |