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CIK 0001698060 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $247.9M | 13.8%Prev: 11.3% | 864,256 SH | Increased-409,334 SH |
| BROWN & BROWN INC | COM | $105.7M | 5.9%Prev: 7.6% | 1,621,046 SH | Decreased+555,109 SH |
| CREDIT ACCEP CORP MICH | COM | $151.6M | 8.4%Prev: 11.8% | 358,067 SH | Decreased-41,601 SH |
| HCA HEALTHCARE INC | COM | $124.1M | 6.9%Prev: 8.0% | 262,245 SH | Decreased-143,342 SH |
| HEICO CORP NEW | CL A | $129.1M | 7.2%Prev: 7.9% | 611,483 SH | Decreased-48,100 SH |
| KAROOOOO LTD | ORD SHS | $109.7M | 6.1%Prev: 5.3% | 2,200,668 SH | Increased |
| META PLATFORMS INC | CL A | $401.7M | 22.3%Prev: 23.5% | 702,079 SH | Decreased-14,500 SH |
| MSCI INC | COM | $138.3M | 7.7%Prev: 6.6% | 256,611 SH | Increased+53,096 SH |
| NETFLIX INC. | COM | $199.2M | 11.1% | 2,071,309 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $86.4M | 4.8% | 255,800 SH | New |
| UNITEDHEALTH GROUP INC | COM | $104.5M | 5.8% | 386,368 SH | New |
| 13F-HR |
| 0001420506-26-001750 |
| $2.13B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002072 | $2.02B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001113 | $1.80B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001215 | $1.76B | View |