Prevatt Capital Ltd
Net buyer this quarter
$461M
12
+$39.7M
90.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CARG | $87.8M | 19.03% | Not reported | +4.0% | Q4 2023 |
 GTX | $68.8M | 14.93% | 1.02% | -15.6% | Q4 2023 |
 CME | $47.3M | 10.25% | 0.06% | +32.1% | Q4 2023 |
 BKNG | $38.7M | 8.39% | 0.03% | Not reported | Q4 2023 |
 LYFT | $32.9M | 7.13% | 0.59% | +18.4% | Q1 2026 |
 PHIN | $31.3M | 6.79% | 1.03% | Not reported | Q4 2025 |
 CARR | $29M | 6.28% | 0.05% | Not reported | Q4 2025 |
 VEEV | $28.4M | 6.16% | 0.10% | New | Q2 2026 |
 HRB | $27M | 5.86% | 0.56% | Not reported | Q4 2023 |
 PAYX | $24.1M | 5.22% | 0.07% | Not reported | Q1 2026 |
 CPRT | $23.7M | 5.13% | 0.09% | +20.0% | Q4 2025 |
 V | $22.3M | 4.84% | 0.00% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| CARG | $84.3M | 22.71% | Not reported | +12.5% | Q4 2023 |
| CME | $47.8M | 12.89% | 0.05% | Not reported | Q4 2023 |
| GTX | $40.9M | 11.02% | 1.20% | -15.1% | Q4 2023 |
| BKNG | $36.5M | 9.85% | 0.03% | +18.9% | Q4 2023 |
| PHIN | $26M | 7.01% | 1.00% | +18.8% | Q4 2025 |
| LYFT | $25.3M | 6.81% | 0.48% | New | Q1 2026 |
| CPRT | $23.2M | 6.26% | 0.07% | +64.7% | Q4 2025 |
| PAYX | $22.6M | 6.08% | 0.07% | New | Q1 2026 |
| HRB | $22.5M | 6.07% | 0.56% | +102.9% | Q4 2023 |
| CARR | $22.2M | 5.99% | 0.05% | +31.7% | Q4 2025 |
| V | $19.6M | 5.29% | 0.00% | Not reported | Q4 2023 |
| Q4 2025 | |||||
| CARG | $84.4M | 24.40% | Not reported | +7.3% | Q4 2023 |
| GTX | $46.2M | 13.36% | 1.39% | -7.0% | Q4 2023 |
| CME | $44.2M | 12.80% | 0.05% | Not reported | Q4 2023 |
| BKNG | $39.1M | 11.31% | 0.02% | +9.0% | Q4 2023 |
| V | $22.8M | 6.59% | 0.00% | Not reported | Q4 2023 |
 SYY | $20.6M | 5.97% | 0.06% | Not reported | Q4 2023 |
 CP | $20.6M | 5.96% | 0.03% | Not reported | Q4 2023 |
| PHIN | $20.1M | 5.80% | 0.84% | New | Q4 2025 |
| CPRT | $16.6M | 4.81% | 0.04% | New | Q4 2025 |
| CARR | $15.9M | 4.58% | 0.04% | New | Q4 2025 |
| HRB | $15.3M | 4.41% | 0.28% | Not reported | Q4 2023 |
| Q3 2025 | |||||
| CARG | $76.3M | 25.95% | Not reported | +28.1% | Q4 2023 |
| CME | $43.8M | 14.88% | 0.05% | Not reported | Q4 2023 |
| GTX | $38.8M | 13.20% | 1.46% | -12.3% | Q4 2023 |
| BKNG | $36.2M | 12.30% | 0.02% | +8.1% | Q4 2023 |
| SYY | $23.1M | 7.84% | 0.06% | Not reported | Q4 2023 |
| V | $22.2M | 7.54% | 0.00% | Not reported | Q4 2023 |
| CP | $20.9M | 7.09% | 0.03% | Not reported | Q4 2023 |
| HRB | $17.7M | 6.02% | 0.26% | -23.9% | Q4 2023 |
 DEO | $15.3M | 5.19% | 0.01% | Not reported | Q1 2024 |