DARIEN, CT
Allocation by class
Portfolio Concentration
Top 3 weight
37.4%
Top 10 weight
73.0%
Voting Authority Distribution
Total shares with voting rights: 9.76M
Full voting authority
9.76M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 724.44K | SH | $227.75M 24.95% | 724.44K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 745.22K | SH | $61.61M 6.75% | 745.22K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 1.38M | SH | $51.84M 5.68% | 1.38M | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 217.75K | SH | $50.28M 5.51% | 217.75K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 116.37K | SH | $49.28M 5.40% | 116.37K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 638.59K | SH | $48.03M 5.26% | 638.59K | 0.00 | 0.00 |
SUNBELT RENTALS HOLDINGS INCSOLE | SHS | 733.94K | SH | $47.77M 5.23% | 733.94K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 678.92K | SH | $47.14M 5.16% | 678.92K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 609.83K | SH | $45.08M 4.94% | 609.83K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 854.23K | SH | $37.36M 4.09% | 854.23K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 753.98K | SH | $37.25M 4.08% | 753.98K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 257.37K | SH | $28.68M 3.14% | 257.37K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 126.77K | SH | $25.14M 2.75% | 126.77K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 308.41K | SH | $24.71M 2.71% | 308.41K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 18.01K | SH | $20.88M 2.29% | 18.01K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 300.75K | SH | $16.74M 1.83% | 300.75K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 148.16K | SH | $15.69M 1.72% | 148.16K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 43.66K | SH | $13.20M 1.45% | 43.66K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 24.09K | SH | $10.25M 1.12% | 24.09K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATISOLE | CL A | 45.30K | SH | $9.47M 1.04% | 45.30K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 59.38K | SH | $9.40M 1.03% | 59.38K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 116.94K | SH | $8.36M 0.92% | 116.94K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 35.70K | SH | $6.27M 0.69% | 35.70K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 171.84K | SH | $5.85M 0.64% | 171.84K | 0.00 | 0.00 |
KLAVIYO INCSOLE | COM SER A | 293.06K | SH | $5.70M 0.62% | 293.06K | 0.00 | 0.00 |