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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 | $10.2M | 2.4%Prev: 1.4% | 32,520 SH | Increased |
| CARVANA CO | CL A | $128.0M | 29.8%Prev: 30.8% | 303,403 SH | Decreased-141,852 SH |
| CREDIT ACCEP CORP MICH | COM | $57.8M | 13.5%Prev: 11.1% | 130,431 SH | Decreased |
| DEERE & CO | COM | $2.3M | 0.5%Prev: 0.4% | 5,001 SH | Increased |
| H WORLD GROUP LTD | SPONSORED ADS | $28.4M | 6.6%Prev: 4.3% | 603,416 SH | Increased |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $48.4M | 11.3%Prev: 10.1% | 752,478 SH | Decreased-46,789 SH |
| META PLATFORMS INC | CL A | $90.0M | 20.9%Prev: 18.8% | 136,311 SH | Decreased-3,401 SH |
| MICROSOFT CORP | COM | $5.6M | 1.3%Prev: 1.1% | 11,500 SH | Decreased |
| PAYCOM SOFTWARE INC | COM | $2.0M | 0.5%Prev: 0.5% | 12,395 SH | Decreased |
| SALESFORCE INC | COM | $2.9M | 0.7%Prev: 0.5% | 10,980 SH | Increased |
| WIX COM LTD | SHS | $32.7M | 7.6%Prev: 10.2% | 314,996 SH | Decreased |
| YUM CHINA HLDGS INC | COM | $21.2M | 4.9%Prev: 3.5% | 444,321 SH | Increased |
| 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 |