| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRUBHUB INC | 1,971,211 | 74,157,000 | 27.46% | ||
| 2 | TRIPADVISOR INC | 1,405,010 | 65,150,000 | 24.13% | ||
| 3 | AMAZON COM INC | 78,256 | 58,682,000 | 21.73% | ||
| 4 | CARMAX | 751,284 | 48,375,000 | 17.92% | ||
| 5 | TRUPANION INC COM | 1,524,015 | 23,653,000 | 8.76% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001636441-17-000001, filed 2017.02.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
