Q4 2018 Holdings
Filed 2019-02-13 | 68 holdings | $51.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Godaddy Inc(GDDY) | CL A | 380237107 | $8.3K | 127,239 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $8.8K | 278,412 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $9.0K | 87,023 | 0.0% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $9.7K | 277,940 | 0.0% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $11.9K | 771,510 | 0.0% |
| Wabco Hldgs Inc(WBC1EUR) | COM | 92927K102 | $12.3K | 114,746 | 0.0% |
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $12.7K | 474,942 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $15.0K | 10,006 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $20.5K | 100,458 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $22.1K | 217,129 | 0.0% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $2.1M | 127,014 | 4.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $2.3M | 32,197 | 4.5% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $2.5M | 39,517 | 4.8% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $2.6M | 18,511 | 5.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $4.2M | 49,119 | 8.1% |
| Altice USA Inc(OPTU) | SHS | 02156K103 | $7.3M | 439,229 | 14.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $7.8M | 34,465 | 15.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $22.6M | 164,864 | 43.7% |