Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLOVIN CORP(APP) | 3,600,000 | 3,107,024 | -492,976 | 469,980 | 1,006,148 | 36.98% | +536,168 |
| CARVANA CO(CVNA) | 5,000,000 | 4,921,000 | -79,000 | 870,550 | 1,000,735 | 36.79% | +130,185 |
| GXO LOGISTICS INCORPORATED(GXO) | 900,000 | 2,100,000 | +1,200,000 | 46,863 | 91,350 | 3.36% | +44,487 |
| BEACON ROOFING SUPPLY INC | 203,000 | 500,000 | +297,000 | 17,545 | 50,790 | 1.87% | +33,245 |
| DRAFTKINGS INC NEW(DKNG) | 0 | 300,000 | +300,000 | 0 | 11,160 | 0.41% | +11,160 |
| CORE & MAIN INC(CNM) | 1,500,000 | 1,500,000 | 0 | 66,600 | 76,365 | 2.81% | +9,765 |
| DOORDASH INC(DASH) | 300,000 | 300,000 | 0 | 42,819 | 50,325 | 1.85% | +7,506 |
| GROUP 1 AUTOMOTIVE INC(GPI) | 29,500 | 29,500 | 0 | 11,300 | 12,434 | 0.46% | +1,134 |
| COLLIERS INTL GROUP INC(CIGI) | 1,301,132 | 1,301,133 | +1 | 197,455 | 176,844 | 6.50% | -20,611 |
| CIMPRESS PLC(CMPR) | 2,058,904 | 2,058,904 | 0 | 168,665 | 147,665 | 5.43% | -21,001 |
| WAYFAIR INC(W) | 2,637,000 | 2,180,385 | -456,615 | 148,147 | 96,635 | 3.55% | -51,512 |