Q4 2020 Holdings
Filed 2021-02-16 | 15 holdings | $72.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altice USA Inc(OPTU) | CL A | 02156K103 | $72.2M | 1,905,526 | 99.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $169.2K | 850,210 | 0.2% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $118.1K | 2,075,869 | 0.2% |
| Square Inc(XYZ) | CL A | 852234103 | $100.1K | 459,988 | 0.1% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $59.8K | 443,400 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $57.4K | 106,097 | 0.1% |
| Arco Platform LTD | COM CL A | G04553106 | $23.5K | 661,822 | 0.0% |