Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 715,412 | 847,531 | +132,119 | 37,874 | 74,506 | 19.90% | +36,633 |
| META PLATFORMS INC(META) | 198,383 | 198,383 | 0 | 70,220 | 96,331 | 25.73% | +26,111 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 309,947 | 309,947 | 0 | 25,695 | 34,624 | 9.25% | +8,930 |
| PDD HOLDINGS INC(PDD) | 199,100 | 290,400 | +91,300 | 29,130 | 33,759 | 9.02% | +4,629 |
| WIX COM LTD SHS | 448,287 | 431,280 | -17,007 | 55,148 | 59,292 | 15.83% | +4,144 |
| TRUPANION INC(TRUP) | 25,000 | 0 | -25,000 | 763 | 0 | — | -763 |
| CREDIT ACCEP CORP MICH(CACC) | 145,888 | 137,688 | -8,200 | 77,719 | 75,942 | 20.28% | -1,777 |
| SALESFORCE INC(CRM) | 186,849 | 0 | -186,849 | 49,167 | 0 | — | -49,167 |