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Q2 2026 vs Q1 2026
You're seeing 10 of 13 positions. Create a free account to see every buy and sell.
Carvana Co
Portfolio
30.31%
Shares
377.3K → 1.76M
Since Q-end
+10.9%
Meta Platforms Inc
Portfolio
20.45%
Shares
145.5K → 139.0K
Since Q-end
+13.9%
Credit Accep Corp Mich
Portfolio
18.01%
Shares
124.2K → 108.3K
Since Q-end
-19.1%
Interactive Brokers Group IN
Portfolio
12.75%
Shares
757.9K → 561.1K
Since Q-end
-10.9%
H World Group Ltd
Portfolio
5.59%
Shares
558.4K → 513.4K
Since Q-end
+21.4%
YUM China Hldgs Inc
Portfolio
4.25%
Shares
421.5K → 398.0K
Since Q-end
+21.7%
Microsoft Corp
Portfolio
3.22%
Shares
25.2K → 33.1K
Since Q-end
+42.9%
Alphabet Inc
Portfolio
3.04%
Shares
32.5K → 32.5K
Since Q-end
-19.6%
Deere & Co
Portfolio
0.83%
Shares
5,001 → 5,001
Since Q-end
+8.4%
Paycom Software Inc
Portfolio
0.70%
Shares
21.4K → 21.4K
Since Q-end
+89.3%
3 more positions are hidden. It's free to see them all.
Source: SEC Form 13F-HR (CIK 0001766596). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.