Q2 2021 Holdings
Filed 2021-08-16 | 9 holdings | $136.2K | 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 | $39.1K | 225,000 | 28.7% |
| Facebook Inc(META) | CL A | 30303M102 | $26.1K | 75,000 | 19.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $25.8K | 7,500 | 18.9% |
| American Tower Corp New(AMT) | COM | 03027X100 | $10.3K | 38,000 | 7.5% |
| NVR Inc(NVR) | COM | 62944T105 | $9.9K | 2,000 | 7.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $8.1K | 12,500 | 5.9% |
| Gaotu Techedu Inc(GOTU)Put | SPONSORED ADS | 36257Y109 | $7.4K | 500,000 | 5.4% |
| Moodys Corp(MCO) | COM | 615369105 | $5.0K | 13,750 | 3.7% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $4.6K | 12,500 | 3.4% |