Q1 2021 Holdings
Filed 2021-05-17 | 9 holdings | $134.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $32.7K | 218,000 | 24.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $27.1K | 8,750 | 20.1% |
| Facebook Inc(META) | CL A | 30303M102 | $23.6K | 80,000 | 17.5% |
| American Tower Corp New(AMT) | COM | 03027X100 | $13.1K | 55,000 | 9.8% |
| GSX Techedu Inc(GOTU)Put | SPONSORED ADS | 36257Y109 | $11.9K | 350,000 | 8.8% |
| NVR Inc(NVR) | COM | 62944T105 | $8.2K | 1,750 | 6.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $6.6K | 11,250 | 4.9% |
| Moodys Corp(MCO) | COM | 615369105 | $6.6K | 22,000 | 4.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $4.9K | 13,750 | 3.6% |