Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SANDISK CORP(SNDK) | 0 | 383,561 | +383,561 | 0 | 43,036 | 4.68% | +43,036 |
| AMERICAS CAR-MART INC(CRMT) | 0 | 167,404 | +167,404 | 0 | 4,890 | 0.53% | +4,890 |
| CARVANA CO(CVNA) | 632,924 | 577,924 | -55,000 | 213,270 | 218,016 | 23.69% | +4,746 |
| MONGODB INC(MDB) | 0 | 3,325 | +3,325 | 0 | 1,032 | 0.11% | +1,032 |
| HOME DEPOT INC(HD) | 0 | 915 | +915 | 0 | 371 | 0.04% | +371 |
| HOWMET AEROSPACE INC(HWM) | 0 | 1,160 | +1,160 | 0 | 228 | 0.02% | +228 |
| EATON CORP PLC(ETN) | 0 | 550 | +550 | 0 | 206 | 0.02% | +206 |
| TEXTRON INC(TXT) | 16,000 | 16,000 | 0 | 1,285 | 1,352 | 0.15% | +67 |
| NVIDIA CORPORATION(NVDA) | 13,372 | 0 | -13,372 | 2,113 | 0 | — | -2,113 |
| BOSTON OMAHA CORP(BOC) | 2,444,473 | 2,444,473 | 0 | 34,320 | 31,974 | 3.47% | -2,347 |
| NELNET INC(NNI) | 197,211 | 0 | -197,211 | 23,886 | 0 | — | -23,886 |
| SAMSARA INC(IOT) | 734,181 | 0 | -734,181 | 29,206 | 0 | — | -29,206 |
| COUPANG INC(CPNG) | 23,078,672 | 19,233,932 | -3,844,740 | 691,437 | 619,333 | 67.29% | -72,104 |