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CIK 0001766596 • 6 13F filings • Apr 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CARVANA CO | CL A | $114.5M | 25.3% | 547,514 SH | |
| CREDIT ACCEP CORP MICH | COM | $66.6M | 14.7% | 128,929 SH | |
| DEERE & CO | COM | $2.3M | 0.5% | 5,001 SH | |
| H WORLD GROUP LTD | SPONSORED ADS | $24.4M | 5.4% | 659,652 SH | |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $35.2M | 7.8% | 212,480 SH | |
| META PLATFORMS INC | CL A | $82.4M | 18.2% | 142,988 SH | |
| MICROSOFT CORP | COM | $4.3M | 1.0% | 11,500 SH | |
| PAYCOM SOFTWARE INC | COM | $2.7M | 0.6% | 12,395 SH | |
| PDD HOLDINGS INC | SPONSORED ADS | $39.7M | 8.8% | 335,569 SH | |
| WIX COM LTD | SHS | $55.2M | 12.2% | 338,000 SH | |
| YUM CHINA HLDGS INC | COM | $25.6M | 5.7% | 492,265 SH |
| 13F-HR |
| 0001766596-26-000007 |
| $382.9M |
| View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002493 | $540.2M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001766596-26-000005 | $382.6M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001492 | $453.0M | View |