Q2 2013 Holdings
Filed 2013-08-12 | 15 holdings | $5.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $4.3M | 250,000 | 83.8% |
| Apple Inc(AAPL) | COM | 037833100 | $102.5K | 258,431 | 2.0% |
| Google Inc | CL A | 38259P508 | $77.3K | 87,749 | 1.5% |
| Facebook Inc(META) | CL A | 30303M102 | $76.6K | 3,077,169 | 1.5% |
| Liberty Global PLC | SHS CL A | G5480U104 | $75.3K | 1,024,348 | 1.5% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $67.1K | 708,771 | 1.3% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $63.1K | 698,912 | 1.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $63.0K | 344,573 | 1.2% |
| L Brands Inc | COM | 501797104 | $52.8K | 1,073,084 | 1.0% |
| Priceline COM Inc | COM NEW | 741503403 | $52.8K | 63,922 | 1.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $50.5K | 2,377,845 | 1.0% |
| Questcor Pharmaceuticals Inc | COM | 74835Y101 | $41.5K | 913,693 | 0.8% |
| Fomento Economico Mexicano S(FMX) | SPON ADR UNITS | 344419106 | $37.3K | 361,485 | 0.7% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $35.4K | 435,000 | 0.7% |
| Dineequity Inc(DIN) | COM | 254423106 | $35.1K | 509,686 | 0.7% |