13F holdings as of 2025-03-31 · vs 2024-12-31 · long US-listed positions only
| # | Holding | Shares | Value | % of 13F | QoQ Δ | |
|---|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | ADD | 190K | $98.1M | 31.2% | +$18.3M |
| 2 | VVISA INC | 180K | $63.1M | 20.0% | +$6.2M | |
| 3 | GOOGLALPHABET INC | TRIM | 350K | $54.1M | 17.2% | -$21.6M |
| 4 | NETCLOUDFLARE INC | NEW | 430K | $48.5M | 15.4% | new |
| 5 | PCORPROCORE TECHNOLOGIES INC | TRIM | 575K | $38.0M | 12.1% | -$10.7M |
| 6 | CCCCCC INTELLIGENT SOLUTIONS HL | TRIM | 1.5M | $13.1M | 4.2% | -$4.0M |
Source: SEC Form 13F. Values are as-of 2025-03-31 (quarter-end), not live. Percentages are of reported 13F value, not the fund’s full AUM (13F excludes shorts, cash, bonds, most non-US holdings).