Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROSOFT CORP(MSFT) | 775,200 | 775,050 | -150 | 244,769 | 291,450 | 21.50% | +46,680 |
| ALPHABET INC(GOOG) | 2,476,140 | 2,476,140 | 0 | 324,028 | 345,892 | 25.52% | +21,864 |
| ALPHABET INC(GOOG) | 1,715,500 | 1,715,500 | 0 | 226,189 | 241,765 | 17.83% | +15,577 |
| TUCOWS INC | 1,969,594 | 1,989,594 | +20,000 | 40,199 | 53,719 | 3.96% | +13,520 |
| CARVANA CO(CVNA) | 425,000 | 500,000 | +75,000 | 17,842 | 26,470 | 1.95% | +8,629 |
| WIX COM LTD SHS | 250,000 | 250,000 | 0 | 22,950 | 30,755 | 2.27% | +7,805 |
| CREDIT ACCEP CORP MICH(CACC) | 102,000 | 102,000 | 0 | 46,932 | 54,338 | 4.01% | +7,406 |
| PDD HOLDINGS INC(PDD) | 120,000 | 120,000 | 0 | 11,768 | 17,557 | 1.30% | +5,789 |
| BERKSHIRE HATHAWAY INC DEL | 300 | 300 | 0 | 159,443 | 162,788 | 12.01% | +3,344 |
| SALESFORCE INC(CRM) | 145,528 | 120,000 | -25,528 | 29,510 | 31,577 | 2.33% | +2,067 |
| MIX TELEMATICS LTD | 0 | 203,574 | +203,574 | 0 | 1,753 | 0.13% | +1,753 |
| MERCADOLIBRE INC(MELI) | 1,650 | 1,600 | -50 | 2,092 | 2,514 | 0.19% | +422 |
| BIONTECH SE(BNTX) | 11,500 | 14,500 | +3,000 | 1,249 | 1,530 | 0.11% | +281 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 14,000 | 12,600 | -1,400 | 2,165 | 2,368 | 0.17% | +203 |
| BERKSHIRE HATHAWAY INC DEL | 31,780 | 31,780 | 0 | 11,133 | 11,335 | 0.84% | +202 |
| NU HLDGS LTD(NU) | 105,000 | 100,000 | -5,000 | 761 | 833 | 0.06% | +72 |
| PAYPAL HLDGS INC(PYPL) | 21,000 | 21,000 | 0 | 1,228 | 1,290 | 0.10% | +62 |
| FERGUSON PLC NEW | 60,000 | 50,500 | -9,500 | 9,868 | 9,750 | 0.72% | -118 |
| MARKEL CORP(MKL) | 2,325 | 2,325 | 0 | 3,424 | 3,301 | 0.24% | -122 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 200,000 | 207,000 | +7,000 | 17,312 | 17,160 | 1.27% | -152 |
| META PLATFORMS INC(META) | 174,000 | 134,000 | -40,000 | 52,237 | 47,431 | 3.50% | -4,806 |