Q3 2018 Holdings
Filed 2018-11-14 | 10 holdings | $995.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| F M C Corp(FMC) | COM NEW | 302491303 | $254.3K | 2,916,956 | 25.5% |
| Facebook Inc(META) | CL A | 30303M102 | $153.8K | 934,974 | 15.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $141.6K | 117,315 | 14.2% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $129.1K | 3,646,842 | 13.0% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $93.1K | 2,503,597 | 9.4% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $90.8K | 704,157 | 9.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $46.8K | 23,585 | 4.7% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $44.6K | 819,681 | 4.5% |
| Vaneck Vectors ETF TR(OSVEUR) | OIL SVCS ETF | 92189F718 | $37.0K | 1,468,925 | 3.7% |
| Intelsat S A | COM | L5140P101 | $4.4K | 147,000 | 0.4% |