Disclosed positions
| CARGURUS INC | CARG | COM CL A | $87,781,750 | 2,575,000 | SH | None |
| GARRETT MOTION INC | GTX | COM | $68,837,000 | 1,900,000 | SH | None |
| CME GROUP INC | CME | COM | $47,257,620 | 214,000 | SH | None |
| BOOKING HLDGS INC | BKNG | COM | $38,678,080 | 217,000 | SH | None |
| LYFT INC | LYFT | COM CL A | $32,872,500 | 2,250,000 | SH | None |
| PHINIA INC | PHIN | COM | $31,300,600 | 380,000 | SH | None |
| CARRIER GLOBAL CORP | CARR | COM | $28,973,250 | 395,000 | SH | None |
| VEEVA SYS INC | VEEV | COM CL A | $28,395,200 | 160,000 | SH | None |
| BLOCK H & R INC | HRB | COM | $27,036,800 | 710,000 | SH | None |
| PAYCHEX INC | PAYX | COM | $24,090,850 | 245,000 | SH | None |
| COPART INC | CPRT | COM | $23,679,600 | 840,000 | SH | None |
| VISA INC | V | COM CL A | $22,300,850 | 65,000 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.