Q2 2016 Holdings
Filed 2016-08-09 | 13 holdings | $64.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $31.6M | 687,895 | 48.9% |
| D R Horton Inc(DHI) | COM | 23331A109 | $27.9M | 887,053 | 43.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $4.6M | 58,000 | 7.1% |
| Facebook Inc(META) | CL A | 30303M102 | $150.4K | 1,315,988 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $113.1K | 160,749 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $42.4K | 443,445 | 0.1% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $37.4K | 6,282,444 | 0.1% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $34.5K | 940,143 | 0.1% |
| Radian Group Inc(RDN) | COM | 750236101 | $28.8K | 2,767,979 | 0.0% |
| Lennar Corp(LEN) | CL A | 526057104 | $22.0K | 478,190 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $14.2K | 67,052 | 0.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $11.3K | 9,031 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $2.0K | 56,000 | 0.0% |