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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 | $7.9M | 1.4%Prev: 3.0% | 32,520 SH | Decreased |
| CARVANA CO | CL A | $168.0M | 30.8%Prev: 30.3% | 445,255 SH | Increased-1,318,041 SH |
| CREDIT ACCEP CORP MICH | COM | $60.9M | 11.1%Prev: 18.0% | 130,431 SH | Decreased+22,159 SH |
| DEERE & CO | COM | $2.3M | 0.4%Prev: 0.8% | 5,001 SH | Decreased |
| H WORLD GROUP LTD | SPONSORED ADS | $23.6M | 4.3%Prev: 5.6% | 603,416 SH | Increased+90,003 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $55.0M | 10.1%Prev: 12.8% | 799,267 SH | Increased+238,181 SH |
| META PLATFORMS INC | CL A | $102.6M | 18.8%Prev: 20.4% | 139,712 SH | Increased+715 SH |
| MICROSOFT CORP | COM | $6.0M | 1.1%Prev: 3.2% | 11,500 SH | Decreased-21,600 SH |
| PAYCOM SOFTWARE INC | COM | $2.6M | 0.5%Prev: 0.7% | 12,395 SH | Decreased-9,000 SH |
| PDD HOLDINGS INC | SPONSORED ADS | $39.8M | 7.3% | 301,232 SH | New |
| SALESFORCE INC | COM | $2.6M | 0.5%Prev: 0.6% | 10,980 SH | Increased-4,531 SH |
| WIX COM LTD | SHS | $56.0M | 10.2% | 314,996 SH | New |
| YUM CHINA HLDGS INC | COM | $19.1M | 3.5%Prev: 4.2% | 444,321 SH | Increased+46,300 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 |