$1.39Billion
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
APP | APPLOVIN CORP | 24.89 | 5,000,000 | 346,100,000 | UNCHANGED | 0.00 | |
BECN | BEACON ROOFING SUPPLY INC | 0.73 | 103,000 | 10,096,100 | NEW | ||
CIGI | COLLIERS INTL GROUP INC | 11.44 | 1,301,130 | 159,099,000 | ADDED | 30.11 | |
CMPR | CIMPRESS PLC | 13.10 | 2,058,900 | 182,234,000 | REDUCED | -12.72 | |
CNM | CORE & MAIN INC | 1.24 | 300,000 | 17,175,000 | NEW | ||
CVNA | CARVANA CO | 31.60 | 5,000,000 | 439,550,000 | REDUCED | -47.31 | |
DASH | DOORDASH INC | 2.97 | 300,000 | 41,316,000 | UNCHANGED | 0.00 | |
GPI | GROUP 1 AUTOMOTIVE INC | 0.41 | 19,500 | 5,698,480 | NEW | ||
GXO | GXO LOGISTICS INCORPORATED | 0.38 | 97,000 | 5,214,720 | NEW | ||
LAD | LITHIA MTRS INC | 0.38 | 17,500 | 5,265,050 | NEW | ||
W | WAYFAIR INC | 12.87 | 2,637,000 | 179,000,000 | REDUCED | -27.75 |