Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CLOUDFLARE INC(NET) | 0 | 430,000 | +430,000 | 0 | 48,457 | 15.39% | +48,457 |
| CREDIT ACCEP CORP MICH(CACC) | 170,000 | 190,000 | +20,000 | 79,808 | 98,107 | 31.16% | +18,298 |
| VISA INC(V) | 180,000 | 180,000 | 0 | 56,887 | 63,083 | 20.03% | +6,196 |
| CCC INTELLIGENT SOLUTIONS HL(CCC) | 1,459,831 | 1,455,208 | -4,623 | 17,124 | 13,141 | 4.17% | -3,983 |
| PROCORE TECHNOLOGIES INC(PCOR) | 650,000 | 575,000 | -75,000 | 48,705 | 37,962 | 12.06% | -10,743 |
| ALPHABET INC(GOOG) | 400,000 | 350,000 | -50,000 | 75,720 | 54,124 | 17.19% | -21,596 |