Q1 2019 Holdings
Filed 2019-05-15 | 7 holdings | $752.6K | 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 | $224.6K | 2,923,553 | 29.8% |
| Facebook Inc(META) | CL A | 30303M102 | $173.8K | 1,042,754 | 23.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $155.7K | 132,266 | 20.7% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $119.9K | 1,135,768 | 15.9% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $43.2K | 1,056,746 | 5.7% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $33.2K | 19,014 | 4.4% |
| Intelsat S A | COM | L5140P101 | $2.3K | 147,000 | 0.3% |