Q4 2018 Holdings
Filed 2019-02-14 | 9 holdings | $839.1K | 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 | $215.7K | 2,916,956 | 25.7% |
| Facebook Inc(META) | CL A | 30303M102 | $164.2K | 1,252,742 | 19.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $137.9K | 131,968 | 16.4% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $136.0K | 78,959 | 16.2% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $91.2K | 1,133,249 | 10.9% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $45.9K | 1,054,385 | 5.5% |
| Servicenow Inc(NOW) | COM | 81762P102 | $24.4K | 136,968 | 2.9% |
| Vaneck Vectors ETF TR(OSVEUR) | OIL SVCS ETF | 92189F718 | $20.6K | 1,468,925 | 2.5% |
| Intelsat S A | COM | L5140P101 | $3.1K | 147,000 | 0.4% |