Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD HOLDINGS INC(PDD) | 345,489 | 335,569 | -9,920 | 33,509 | 39,715 | 8.77% | +6,206 |
| CREDIT ACCEP CORP MICH(CACC) | 131,588 | 128,929 | -2,659 | 61,775 | 66,572 | 14.70% | +4,797 |
| H WORLD GROUP LTD(HTHT) | 616,337 | 659,652 | +43,315 | 20,358 | 24,414 | 5.39% | +4,056 |
| CARVANA CO(CVNA) | 547,514 | 547,514 | 0 | 111,342 | 114,474 | 25.27% | +3,132 |
| YUM CHINA HLDGS INC(YUMC) | 522,729 | 492,265 | -30,464 | 25,180 | 25,627 | 5.66% | +447 |
| DEERE & CO(DE) | 5,001 | 5,001 | 0 | 2,119 | 2,347 | 0.52% | +228 |
| PAYCOM SOFTWARE INC(PAYC) | 12,395 | 12,395 | 0 | 2,541 | 2,708 | 0.60% | +167 |
| MICROSOFT CORP(MSFT) | 11,500 | 11,500 | 0 | 4,847 | 4,317 | 0.95% | -530 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 224,347 | 212,480 | -11,867 | 40,147 | 35,185 | 7.77% | -4,962 |
| META PLATFORMS INC(META) | 149,583 | 142,988 | -6,595 | 87,582 | 82,413 | 18.19% | -5,170 |
| WIX COM LTD SHS | 359,780 | 338,000 | -21,780 | 77,191 | 55,222 | 12.19% | -21,968 |