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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 | $305.4M | 14.3%Prev: 8.7% | 864,256 SH | Increased-121,800 SH |
| BLOOM ENERGY CORP | COM CL A | $27.1M | 1.3% | 89,400 SH | New |
| BROWN & BROWN INC | COM | $114.2M | 5.4%Prev: 5.8% | 1,780,046 SH | Decreased+723,342 SH |
| CREDIT ACCEP CORP MICH | COM | $228.0M | 10.7%Prev: 9.9% | 358,067 SH | Increased-36,151 SH |
| HCA HEALTHCARE INC | COM | $195.7M | 9.2%Prev: 7.6% | 502,045 SH | Increased+103,024 SH |
| HEICO CORP NEW | CL A | $158.7M | 7.4%Prev: 8.4% | 615,183 SH | Decreased-37,500 SH |
| KAROOOOO LTD | ORD SHS | $112.9M | 5.3%Prev: 5.3% | 2,287,668 SH | Increased+87,000 SH |
| META PLATFORMS INC | CL A | $395.9M | 18.6%Prev: 25.6% | 702,909 SH | Decreased+830 SH |
| MICRON TECHNOLOGY INC | COM | $85.8M | 4.0% | 74,300 SH | New |
| MSCI INC | COM | $144.6M | 6.8%Prev: 7.3% | 258,211 SH | Decreased+1,600 SH |
| NETFLIX INC. | COM | $148.8M | 7.0% | 2,084,109 SH | New |
| SANDISK CORP | COM | $53.7M | 2.5% | 23,600 SH | New |
| UNITEDHEALTH GROUP INC | COM | $160.6M | 7.5%Prev: 5.1% | 386,368 SH | Increased+58,168 SH |
| 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 |