Q2 2015 Holdings
Filed 2015-08-14 | 12 holdings | $229.0K | 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 | $42.0K | 449,631 | 18.4% |
| CME Group Inc(CME) | COM | 12572Q105 | $38.7K | 416,236 | 16.9% |
| Realogy Hldgs Corp | COM | 75605Y106 | $27.8K | 595,845 | 12.2% |
| Wd-40 Co(WDFC) | COM | 929236107 | $24.3K | 278,554 | 10.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $21.0K | 48,330 | 9.2% |
| Markit LTD | SHS | G58249106 | $19.7K | 768,822 | 8.6% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $15.3K | 176,444 | 6.7% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $12.6K | 392,247 | 5.5% |
| Nielsen N V | COM | N63218106 | $9.3K | 208,534 | 4.1% |
| Fidelity National Financial(FNF) | FNF GROUP COM | 31620R303 | $9.3K | 250,243 | 4.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $4.6K | 48,533 | 2.0% |
| Grubhub Inc | COM | 400110102 | $4.3K | 127,009 | 1.9% |