Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WIX COM LTD SHS | 396,280 | 359,780 | -36,500 | 66,246 | 77,191 | 16.54% | +10,945 |
| MICROSOFT CORP(MSFT) | 0 | 11,500 | +11,500 | 0 | 4,847 | 1.04% | +4,847 |
| CREDIT ACCEP CORP MICH(CACC) | 134,188 | 131,588 | -2,600 | 59,502 | 61,775 | 13.24% | +2,274 |
| META PLATFORMS INC(META) | 149,583 | 149,583 | 0 | 85,627 | 87,582 | 18.77% | +1,955 |
| PAYCOM SOFTWARE INC(PAYC) | 12,395 | 12,395 | 0 | 2,065 | 2,541 | 0.54% | +476 |
| YUM CHINA HLDGS INC(YUMC) | 551,429 | 522,729 | -28,700 | 24,825 | 25,180 | 5.40% | +355 |
| DEERE & CO(DE) | 5,001 | 5,001 | 0 | 2,087 | 2,119 | 0.45% | +32 |
| SALESFORCE INC(CRM) | 7,000 | 0 | -7,000 | 1,916 | 0 | — | -1,916 |
| H WORLD GROUP LTD(HTHT) | 616,337 | 616,337 | 0 | 22,928 | 20,358 | 4.36% | -2,570 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 315,547 | 224,347 | -91,200 | 43,975 | 40,147 | 8.60% | -3,828 |
| PDD HOLDINGS INC(PDD) | 319,389 | 345,489 | +26,100 | 43,057 | 33,509 | 7.18% | -9,548 |
| CARVANA CO(CVNA) | 761,731 | 547,514 | -214,217 | 132,625 | 111,342 | 23.86% | -21,283 |