Q2 2020 Holdings
Filed 2020-08-13 | 29 holdings | $79.5K | 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 | $6.8K | 38,142 | 8.6% |
| KKR & Co LP | COM UNITS | 48248M102 | $6.0K | 195,567 | 7.6% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $5.8K | 30,135 | 7.3% |
| Charter Communications Inc | COM | 16117M305 | $5.4K | 10,576 | 6.8% |
| Wix.com LTD(WIX) | SHS | M98068105 | $4.7K | 18,283 | 5.9% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $4.6K | 65,222 | 5.7% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $4.3K | 24,937 | 5.5% |
| Copart Inc(CPRT) | COM | 217204106 | $4.0K | 48,615 | 5.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $3.8K | 31,789 | 4.8% |
| Facebook Inc(META) | CL A | 30303M102 | $3.7K | 16,096 | 4.6% |
| Gartner Inc(IT) | COM | 366651107 | $3.6K | 30,021 | 4.6% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $3.6K | 2,566 | 4.6% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $3.1K | 1,925 | 3.9% |
| Alphabet Inc(GOOGL) | CL A | 02079K305 | $3.1K | 2,160 | 3.9% |
| Walt Disney Co(DIS) | COM | 254687106 | $2.7K | 23,984 | 3.4% |
| Schwab (Charles) Corp(SCHW) | COM | 808513105 | $2.2K | 64,540 | 2.7% |
| Apollo Global Management | CL A SHS | 037612306 | $2.0K | 39,422 | 2.5% |
| American Tower Corp(AMT) | COM | 03027X100 | $1.9K | 7,500 | 2.4% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $1.8K | 25,202 | 2.3% |
| Ritchie Bros Auctioneers(RBAGBP) | COM | 767744105 | $1.4K | 33,115 | 1.7% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $1.3K | 5,249 | 1.7% |
| NVR Inc(NVR) | COM | 62944T105 | $1.2K | 375 | 1.5% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $594 | 48,859 | 0.7% |
| Celanese Corp(CE) | COM SER A | 150870103 | $439 | 5,079 | 0.6% |
| Fiserv Inc(FISV) | COM | 337738108 | $415 | 4,255 | 0.5% |
| Lowes COS Inc(LOW) | COM | 548661107 | $410 | 3,037 | 0.5% |
| Texas PAC LD TR | SUB CTF PROP I T | 882610108 | $337 | 567 | 0.4% |
| Contango Oil & Gas(MCF1EUR) | COM NEW | 21075N204 | $154 | 67,091 | 0.2% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $74 | 11,374 | 0.1% |