Q1 2020 Holdings
Filed 2020-05-15 | 4 holdings | $256.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $191.8M | 439,573 | 74.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $64.3M | 330,400 | 25.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $167.2K | 1,037,938 | 0.1% |
| Coca Cola European Partners(KO) | SHS | G25839104 | $12.6K | 336,000 | 0.0% |