| Q2 2026filed Aug 14, 262 added4 reduced |
| ≡ | CACC – CREDIT ACCEP CORP MICH | Reduce 12.80% | −15,888 | 4.23 |
| ≡ | HTHT – H WORLD GROUP LTD | Reduce 8.05% | −44,967 | −1.74 |
| ≡ | YUMC – YUM CHINA HLDGS INC | Reduce 5.58% | −23,518 | −1.13 |
| ≡ | MSFT – MICROSOFT CORP | Add 31.25% | 7,880 | 0.77 |
| ≡ | CVNA – CARVANA CO | Add 367.35% | 1,385,998 | −0.74 |
| ≡ | IBKR – INTERACTIVE BROKERS GROUP IN | Reduce 25.97% | −196,833 | −0.60 |
| Q1 2026filed May 11, 262 new5 added2 reduced1 exited |
| ≡ | WIX – WIX COM LTD | Sell | −314,996 | −7.62 |
| ≡ | CVNA – CARVANA CO | Add 24.36% | 73,895 | 1.24 |
| ≡ | MSFT – MICROSOFT CORP | Add 119.30% | 13,720 | 1.16 |
| ≡ | META – META PLATFORMS INC | Add 6.77% | 9,223 |
| Q4 2025filed Jan 30, 262 reduced1 exited |
| ≡ | PDD – PDD HOLDINGS INC | Sell | −301,232 | −7.29 |
| ≡ | IBKR – INTERACTIVE BROKERS GROUP IN | Reduce 5.85% | −46,789 | 1.20 |
| ≡ | CVNA – CARVANA CO | Reduce 31.86% | −141,852 | −0.94 |
| Q3 2025filed Oct 22, 251 new6 reduced |
| ≡ | IBKR – INTERACTIVE BROKERS GROUP IN | Reduce 5.96% | −50,653 | 1.35 |
| ≡ | CVNA – CARVANA CO | Reduce 12.76% | −65,097 | −1.08 |
| ≡ | PDD – PDD HOLDINGS INC | Reduce 10.23% | −34,337 | 0.79 |
| ≡ | YUMC – YUM CHINA HLDGS INC | Reduce 9.74% | −47,944 | −0.58 |
|
| Q2 2025filed Jul 8, 251 new1 added1 reduced |
| ≡ | CVNA – CARVANA CO | Reduce 6.79% | −37,162 | 6.56 |
| ≡ | GOOGL – ALPHABET INC | Buy | 32,520 | 1.06 |
| ≡ | IBKR – INTERACTIVE BROKERS GROUP IN | Add 300.00% | 637,440 | 0.95 |
| Q1 2025filed Apr 14, 251 added3 reduced |
| ≡ | WIX – WIX COM LTD | Reduce 6.05% | −21,780 | −4.35 |
| ≡ | HTHT – H WORLD GROUP LTD | Add 7.03% | 43,315 | 1.03 |
| ≡ | IBKR – INTERACTIVE BROKERS GROUP IN | Reduce 5.29% | −11,867 | −0.84 |
| ≡ | YUMC – YUM CHINA HLDGS INC | Reduce 5.83% | −30,464 | 0.26 |
| Q4 2024filed Jan 22, 251 new1 added4 reduced1 exited |
| ≡ | CVNA – CARVANA CO | Reduce 28.12% | −214,217 | −3.49 |
| ≡ | WIX – WIX COM LTD | Reduce 9.21% | −36,500 | 2.88 |
| ≡ | PDD – PDD HOLDINGS INC | Add 8.17% | 26,100 | −1.70 |
| ≡ | MSFT – MICROSOFT CORP | Buy | 11,500 |
| Q3 2024filed Nov 12, 243 new2 reduced |
| ≡ | YUMC – YUM CHINA HLDGS INC | Buy | 551,429 | 5.12 |
| ≡ | HTHT – H WORLD GROUP LTD | Buy | 616,337 | 4.73 |
| ≡ | META – META PLATFORMS INC | Reduce 18.30% | −33,500 | −4.55 |
| ≡ | CVNA – CARVANA CO | Reduce 7.06% | −57,900 | 1.97 |
| Q2 2024filed Aug 7, 242 new1 added2 reduced |
| ≡ | META – META PLATFORMS INC | Reduce 7.71% | −15,300 | −3.51 |
| ≡ | PDD – PDD HOLDINGS INC | Add 9.40% | 27,289 | 1.15 |
| ≡ | WIX – WIX COM LTD | Reduce 8.12% | −35,000 | −0.67 |
| ≡ | DE – DEERE & CO | Buy | 5,001 | 0.45 |
| Q1 2024filed May 2, 242 added1 reduced2 exited |
| ≡ | CRM – SALESFORCE INC | Sell | −186,849 | −14.22 |
| ≡ | CVNA – CARVANA CO | Add 18.47% | 132,119 | 8.94 |
| ≡ | CACC – CREDIT ACCEP CORP MICH | Reduce 5.62% | −8,200 | −2.20 |
| ≡ | PDD – PDD HOLDINGS INC | Add 45.86% | 91,300 | 0.59 |
| Q4 2023filed Feb 13, 242 added3 reduced |
| ≡ | META – META PLATFORMS INC | Reduce 26.14% | −70,200 | −4.29 |
| ≡ | CRM – SALESFORCE INC | Reduce 36.63% | −107,994 | −4.02 |
| ≡ | CVNA – CARVANA CO | Add 12.46% | 79,277 | 2.81 |
| ≡ | CACC – CREDIT ACCEP CORP MICH | Reduce 7.49% | −11,808 | 0.34 |
|
| Q3 2023filed Oct 10, 231 new2 reduced |
| ≡ | CACC – CREDIT ACCEP CORP MICH | Reduce 8.77% | −15,150 | −6.49 |
| ≡ | PDD – PDD HOLDINGS INC | Buy | 199,100 | 5.96 |
| ≡ | CVNA – CARVANA CO | Reduce 10.38% | −73,700 | 2.15 |