Q1 2020 Holdings
Filed 2020-05-13 | 26 holdings | $59.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $7.0K | 38,480 | 11.9% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $4.8K | 29,695 | 8.1% |
| KKR & Co LP | COM UNITS | 48248M102 | $4.6K | 197,021 | 7.8% |
| Charter Communications Inc | COM | 16117M305 | $4.5K | 10,311 | 7.6% |
| Copart Inc(CPRT) | COM | 217204106 | $3.3K | 48,288 | 5.6% |
| Gartner Inc(IT) | COM | 366651107 | $3.0K | 30,075 | 5.1% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $3.0K | 2,541 | 5.0% |
| Alphabet Inc(GOOGL) | CL A | 02079K305 | $2.7K | 2,356 | 4.6% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $2.7K | 76,476 | 4.5% |
| Facebook Inc(META) | CL A | 30303M102 | $2.6K | 15,485 | 4.4% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $2.5K | 26,285 | 4.3% |
| Walt Disney Co(DIS) | COM | 254687106 | $2.4K | 24,570 | 4.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $2.3K | 1,719 | 3.9% |
| Schwab (Charles) Corp(SCHW) | COM | 808513105 | $2.2K | 64,364 | 3.7% |
| Wix.com LTD(WIX) | SHS | M98068105 | $2.0K | 20,225 | 3.5% |
| Carvana Co(CVNA) | CL A | 146869102 | $1.8K | 32,825 | 3.1% |
| American Tower Corp(AMT) | COM | 03027X100 | $1.6K | 7,500 | 2.8% |
| Dollar General Corp(DG) | COM | 256677105 | $1.5K | 9,902 | 2.5% |
| Apollo Global Management | CL A SHS | 037612306 | $1.4K | 40,422 | 2.3% |
| Ritchie Bros Auctioneers(RBAGBP) | COM | 767744105 | $1.1K | 31,300 | 1.8% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $861 | 15,068 | 1.5% |
| Fiserv Inc(FISV) | COM | 337738108 | $404 | 4,255 | 0.7% |
| Celanese Corp(CE) | COM SER A | 150870103 | $373 | 5,079 | 0.6% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $254 | 1,386 | 0.4% |
| Contango Oil & Gas(MCF1EUR) | COM NEW | 21075N204 | $98 | 65,091 | 0.2% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $23 | 11,374 | 0.0% |