Q1 2020 Holdings
Filed 2020-05-07 | 809 holdings | $12.8M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2020-06-11) | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN)A | COM | 09061G101 | $260.0K | 3,071 | 2.0% |
| American Airls Group Inc(AAL)A | COM | 02376R102 | $265.0K | 21,768 | 2.1% |
| Boston Scientific Corp(BSX)A | COM | 101137107 | $329.0K | 10,091 | 2.6% |
| Cisco SYS Inc(CSCO)A | COM | 17275R102 | $790.0K | 20,061 | 6.2% |
| Alibaba Group Hldg LTD(BABA)A | SPONSORED ADS | 01609W102 | $1.2M | 6,107 | 9.2% |
| Cargurus Inc(CARG)A | COM CL A | 141788109 | $1.4M | 72,035 | 10.6% |
| Costco Whsl Corp New(COST)A | COM | 22160K105 | $2.0M | 6,868 | 15.3% |
| Boston Beer Inc(SAM)A | CL A | 100557107 | $2.1M | 5,711 | 16.4% |
| Carmax Inc(KMX)A | COM | 143130102 | $2.7M | 49,398 | 20.7% |