Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD HOLDINGS INC(PDD) | 0 | 199,100 | +199,100 | 0 | 19,526 | 5.96% | +19,526 |
| CARVANA CO(CVNA) | 709,835 | 636,135 | -73,700 | 18,399 | 26,705 | 8.15% | +8,306 |
| WIX COM LTD SHS | 455,800 | 466,300 | +10,500 | 35,662 | 42,806 | 13.06% | +7,145 |
| META PLATFORMS INC(META) | 269,100 | 268,583 | -517 | 77,226 | 80,631 | 24.60% | +3,405 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 288,747 | 288,747 | 0 | 23,986 | 24,994 | 7.63% | +1,008 |
| TRUPANION INC(TRUP) | 25,000 | 25,000 | 0 | 492 | 705 | 0.22% | +213 |
| SALESFORCE INC(CRM) | 298,543 | 294,843 | -3,700 | 63,070 | 59,788 | 18.24% | -3,282 |
| CREDIT ACCEP CORP MICH(CACC) | 172,846 | 157,696 | -15,150 | 87,794 | 72,559 | 22.14% | -15,235 |