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CIK 0001766596 • 6 13F filings • Apr 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $5.7M | 1.1%Prev: 2.4% | 32,520 SH | Decreased |
| CARVANA CO | CL A | $172.0M | 31.8%Prev: 31.1% | 510,352 SH | Increased+133,054 SH |
| CREDIT ACCEP CORP MICH | COM | $65.7M | 12.2%Prev: 13.8% | 128,929 SH | Increased+4,769 SH |
| DEERE & CO | COM | $2.5M | 0.5%Prev: 0.7% | 5,001 SH | Decreased |
| H WORLD GROUP LTD | SPONSORED ADS | $22.4M | 4.1%Prev: 7.3% | 659,652 SH | Decreased+101,272 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $47.1M | 8.7%Prev: 13.4% | 849,920 SH | Decreased+92,001 SH |
| META PLATFORMS INC | CL A | $105.5M | 19.5%Prev: 21.8% | 142,988 SH | Increased-2,546 SH |
| MICROSOFT CORP | COM | $5.7M | 1.1%Prev: 2.5% | 11,500 SH | Decreased-13,720 SH |
| PAYCOM SOFTWARE INC | COM | $2.9M | 0.5%Prev: 0.7% | 12,395 SH | Increased-9,000 SH |
| PDD HOLDINGS INC | SPONSORED ADS | $35.1M | 6.5% | 335,569 SH | New |
| WIX COM LTD | SHS | $53.6M | 9.9% | 338,000 SH | New |
| YUM CHINA HLDGS INC | COM | $22.0M | 4.1%Prev: 5.4% | 492,265 SH | Increased+70,726 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 |