Q2 2019 Holdings
Filed 2019-08-14 | 8 holdings | $806.5K | 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 | $212.1K | 2,557,303 | 26.3% |
| Facebook Inc(META) | CL A | 30303M102 | $201.3K | 1,042,754 | 25.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $143.2K | 132,266 | 17.8% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $112.3K | 1,199,569 | 13.9% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $49.7K | 437,573 | 6.2% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $49.4K | 1,056,746 | 6.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $35.6K | 19,014 | 4.4% |
| Intelsat S A | COM | L5140P101 | $2.9K | 147,000 | 0.4% |