Q3 2019 Holdings
Filed 2019-10-24 | 164 holdings | $65.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Inc(MA) | CL A | 57636Q104 | $16.2K | 59,490 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $17.1K | 99,160 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $20.5K | 147,400 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $20.7K | 16,914 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $25.0K | 14,390 | 0.0% |
| Central Puerto S A(CEPU) | SPONSORED ADR | 155038201 | $135.0K | 45,800 | 0.2% |
| Avantor Inc(AVTR) | COM | 05352A100 | $882.0K | 60,000 | 1.3% |
| DBX ETF TR(ASHR) | XTRACK HRVST CSI | 233051879 | $1.8M | 64,940 | 2.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $3.1M | 76,200 | 4.7% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $7.9M | 274,000 | 12.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $9.5M | 34,390 | 14.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $9.8M | 58,670 | 14.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $12.8M | 296,641 | 19.6% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $19.4M | 720,147 | 29.6% |