Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 847,531 | 819,631 | -27,900 | 74,506 | 105,503 | 25.38% | +30,996 |
| PDD HOLDINGS INC(PDD) | 290,400 | 317,689 | +27,289 | 33,759 | 42,237 | 10.16% | +8,478 |
| WIX COM LTD SHS | 431,280 | 396,280 | -35,000 | 59,292 | 63,036 | 15.17% | +3,744 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 309,947 | 309,947 | 0 | 34,624 | 38,000 | 9.14% | +3,375 |
| DEERE & CO(DE) | 0 | 5,001 | +5,001 | 0 | 1,869 | 0.45% | +1,869 |
| SALESFORCE INC(CRM) | 0 | 7,000 | +7,000 | 0 | 1,800 | 0.43% | +1,800 |
| META PLATFORMS INC(META) | 198,383 | 183,083 | -15,300 | 96,331 | 92,314 | 22.21% | -4,017 |
| CREDIT ACCEP CORP MICH(CACC) | 137,688 | 137,688 | 0 | 75,942 | 70,865 | 17.05% | -5,077 |