Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WIX COM LTD SHS | 466,300 | 448,287 | -18,013 | 42,806 | 55,148 | 15.95% | +12,342 |
| CARVANA CO(CVNA) | 636,135 | 715,412 | +79,277 | 26,705 | 37,874 | 10.96% | +11,169 |
| PDD HOLDINGS INC(PDD) | 199,100 | 199,100 | 0 | 19,526 | 29,130 | 8.43% | +9,605 |
| CREDIT ACCEP CORP MICH(CACC) | 157,696 | 145,888 | -11,808 | 72,559 | 77,719 | 22.48% | +5,160 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 288,747 | 309,947 | +21,200 | 24,994 | 25,695 | 7.43% | +701 |
| TRUPANION INC(TRUP) | 25,000 | 25,000 | 0 | 705 | 763 | 0.22% | +58 |
| META PLATFORMS INC(META) | 268,583 | 198,383 | -70,200 | 80,631 | 70,220 | 20.31% | -10,412 |
| SALESFORCE INC(CRM) | 294,843 | 186,849 | -107,994 | 59,788 | 49,167 | 14.22% | -10,621 |