Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NONE | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NU HLDGS LTD(NU) | 145,000 | 0 | -145,000 | 1,544 | 0 | — | -1,544 |
| BIONTECH SE(BNTX) | 14,000 | 0 | -14,000 | 1,576 | 0 | — | -1,576 |
| PAYPAL HLDGS INC(PYPL) | 18,500 | 0 | -18,500 | 1,580 | 0 | — | -1,580 |
| MERCADOLIBRE INC(MELI) | 1,500 | 0 | -1,500 | 2,583 | 0 | — | -2,583 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 6,800 | 0 | -6,800 | 3,072 | 0 | — | -3,072 |
| MARKEL CORP(MKL) | 2,050 | 0 | -2,050 | 3,537 | 0 | — | -3,537 |
| FERGUSON ENTERPRISES INC(FERG) | 43,000 | 0 | -43,000 | 7,464 | 0 | — | -7,464 |
| BERKSHIRE HATHAWAY INC DEL | 24,325 | 0 | -24,325 | 10,999 | 0 | — | -10,999 |
| H WORLD GROUP LTD(HTHT) | 430,000 | 0 | -430,000 | 14,134 | 0 | — | -14,134 |
| YUM CHINA HLDGS INC(YUMC) | 350,000 | 0 | -350,000 | 16,797 | 0 | — | -16,796 |
| PDD HOLDINGS INC(PDD) | 230,000 | 0 | -230,000 | 21,710 | 0 | — | -21,710 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 125,000 | 0 | -125,000 | 22,369 | 0 | — | -22,369 |
| TUCOWS INC(TCX) | 2,014,594 | 0 | -2,014,594 | 33,382 | 0 | — | -33,382 |
| CREDIT ACCEP CORP MICH(CACC) | 92,000 | 0 | -92,000 | 42,707 | 0 | — | -42,707 |
| WIX COM LTD SHS | 250,000 | 0 | -250,000 | 54,348 | 0 | — | -54,347 |
| META PLATFORMS INC(META) | 104,000 | 0 | -104,000 | 61,489 | 0 | — | -61,489 |
| CARVANA CO(CVNA) | 358,848 | 0 | -358,848 | 75,555 | 0 | — | -75,555 |
| BERKSHIRE HATHAWAY INC DEL | 176 | 0 | -176 | 119,349 | 0 | — | -119,349 |
| MICROSOFT CORP(MSFT) | 591,835 | 0 | -591,835 | 251,429 | 0 | — | -251,429 |
| ALPHABET INC(GOOG) | 1,313,275 | 0 | -1,313,275 | 253,055 | 0 | — | -253,055 |
| ALPHABET INC(GOOG) | 1,918,525 | 0 | -1,918,525 | 366,899 | 0 | — | -366,899 |