Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
RBC RBC Bearings Inc	2.3M	$1.1B	10.0%	—	$203.99	+122.01%	24 qtrs	Decreased 0
DASH DoorDash Inc	3.6M	$810.5M	7.7%	—	$222.24	+2.65%	5 qtrs	Increased 100
MELI MercadoLibre Inc	307,932	$620.3M	5.9%	—	$2,226.46	-9.23%	4 qtrs	Increased 94
CPNG COUPANG INC C	24.5M	$576.8M	5.5%	—	$21.21	+13.76%	8 qtrs	Decreased 0
APG API Group Corp	15M	$574.6M	5.4%	—	$28.00	+38.78%	6 qtrs	Increased 62
XPO XPO Inc	3.9M	$536.7M	5.1%	—	$121.43	+13.39%	5 qtrs	Decreased 0
CIGI COLLIERS INTL GROUP INC	3.4M	$495.4M	4.7%	—	$121.02	+23.63%	12 qtrs	Decreased 0
FOUR Shift4 Payments Inc	6.6M	$416M	3.9%	—	$66.67	-3.36%	23 qtrs	Increased 68
CVNA Carvana Co	925,045	$390.4M	3.7%	—	$165.92	+158.89%	7 qtrs	Increased 60
FERG FERGUSON ENTERPRISES INC	1.6M	$347.6M	3.3%	—	$224.27	+0.18%	2 qtrs	Increased 78
RKT Rocket Cos Inc	17.5M	$338.2M	3.2%	—	$20.11	-0.25%	2 qtrs	Increased 82
SHOP Shopify Inc	2M	$328.9M	3.1%	—	$89.59	+82.77%	9 qtrs	Decreased 0
AYI Acuity Inc	815,322	$293.5M	2.8%	—	$290.44	+25.56%	6 qtrs	Decreased 0
MDLN MEDLINE INC C	6.9M	$289.8M	2.7%	—	$41.92	0.00%	1 qtr	New 81
PRVA PRIVIA HEALTH GROUP INC	12.1M	$286.6M	2.7%	—	$24.80	-3.78%	11 qtrs	Increased 56
OPCH Option Care Health Inc	9M	$286.5M	2.7%	—	$33.11	-2.87%	4 qtrs	Increased 64
AFRM Affirm Holdings Inc	3.7M	$274M	2.6%	—	$52.99	+43.14%	6 qtrs	Decreased 0
Q Qnity Electronics Inc	2.8M	$228.7M	2.2%	—	$84.01	0.00%	1 qtr	New 80
VEEV Veeva Systems Inc	951,896	$212.5M	2.0%	—	$285.56	-21.33%	3 qtrs	Decreased 0
ULS UL Solutions Inc	2.6M	$202.2M	1.9%	—	$80.30	0.00%	1 qtr	New 71
CLH CLEAN HARBORS INC COM	834,763	$195.7M	1.9%	—	$234.81	+1.26%	2 qtrs	Increased 66
WRBY WARBY PARKER INC C	7.3M	$159.3M	1.5%	—	$29.95	-26.49%	18 qtrs	Decreased 0
VSEC VSE CORP	879,228	$151.9M	1.4%	—	$99.12	+76.47%	7 qtrs	Increased 49
DSGX DESCARTES SYS GROUP INC	1.7M	$149.9M	1.4%	—	$88.06	0.00%	1 qtr	New 70
SRAD Sportradar Group AG	6M	$141.6M	1.3%	—	$24.17	0.00%	1 qtr	New 70
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

APGAPI Group Corp

Q4 2024 → Q4 2025+13.3M shares+$519.4M

MELIMercadoLibre Inc

Q2 2025 → Q4 2025+249,974 shares+$507.2M

DASHDoorDash Inc

Q3 2025 → Q4 2025+2.6M shares+$557.4M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer