Q4 2019 Holdings
Filed 2020-02-14 | 8 holdings | $705.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Inc(MA) | CL A | 57636Q104 | $114.6K | 383,964 | 16.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $110.8K | 589,933 | 15.7% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $108.2K | 2,405,885 | 15.3% |
| Viacomcbs Inc(0VVB) | CL B | 92556H206 | $88.4K | 2,105,376 | 12.5% |
| Athene Holding LTD | CL A | G0684D107 | $80.4K | 1,710,379 | 11.4% |
| Disney Walt Co(DIS) | COM | 254687106 | $74.4K | 514,686 | 10.5% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $66.1K | 32,200 | 9.4% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $62.8K | 47,007 | 8.9% |