Q4 2020 Holdings
Filed 2021-02-16 | 11 holdings | $210.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $51.5K | 325,000 | 24.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $40.7K | 12,500 | 19.4% |
| Facebook Inc(META) | CL A | 30303M102 | $21.9K | 80,000 | 10.4% |
| Liberty Global PLCCall | SHS CL C | G5480U120 | $18.9K | 800,000 | 9.0% |
| GSX Techedu Inc(GOTU)Put | SPONSORED ADS | 36257Y109 | $16.8K | 325,000 | 8.0% |
| NVR Inc(NVR) | COM | 62944T105 | $15.3K | 3,750 | 7.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $13.9K | 22,500 | 6.6% |
| Moodys Corp(MCO) | COM | 615369105 | $11.0K | 38,000 | 5.3% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $10.7K | 30,000 | 5.1% |
| American Tower Corp New(AMT) | COM | 03027X100 | $7.3K | 32,500 | 3.5% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $1.9K | 25,000 | 0.9% |