Q3 2017 Holdings
Filed 2017-11-13 | 107 holdings | $344.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $228.8K | 2,395,879 | 0.1% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $2.7M | 70,868 | 0.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $18.2M | 50,129 | 5.3% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $39.3M | 392,879 | 11.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $64.0M | 370,743 | 18.6% |
| Carmax Inc(KMX) | COM | 143130102 | $66.9M | 882,589 | 19.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $148.6M | 904,664 | 43.2% |