Q3 2020 Holdings
Filed 2020-11-16 | 10 holdings | $283.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $82.0K | 1,000,000 | 28.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $54.3K | 17,250 | 19.2% |
| GSX Techedu Inc(GOTU)Put | SPONSORED ADS | 36257Y109 | $36.0K | 400,000 | 12.7% |
| Facebook Inc(META) | CL A | 30303M102 | $31.4K | 120,000 | 11.1% |
| Liberty Global PLCCall | SHS CL C | G5480U120 | $18.0K | 875,000 | 6.3% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $13.5K | 40,000 | 4.8% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $12.3K | 200,000 | 4.4% |
| NVR Inc(NVR) | COM | 62944T105 | $12.2K | 3,000 | 4.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $11.9K | 25,000 | 4.2% |
| Moodys Corp(MCO) | COM | 615369105 | $11.6K | 40,000 | 4.1% |