Q4 2013 Holdings
Filed 2014-02-12 | 24 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ebay Inc(EBAY) | COM | 278642103 | $173.7K | 3,165,411 | 8.4% |
| Apple Inc(AAPL) | COM | 037833100 | $171.7K | 305,943 | 8.3% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $160.0K | 2,154,520 | 7.8% |
| Time Warner Inc | COM NEW | 887317303 | $139.1K | 1,994,859 | 6.7% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $97.6K | 552,590 | 4.7% |
| Coca Cola Co(KO) | COM | 191216100 | $96.9K | 2,344,900 | 4.7% |
| Scripps Networks Interact Inc | CL A COM | 811065101 | $94.9K | 1,098,008 | 4.6% |
| Disney Walt Co(DIS) | COM | 254687106 | $93.1K | 1,218,586 | 4.5% |
| Petsmart Inc | COM | 716768106 | $92.8K | 1,276,025 | 4.5% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $91.7K | 1,574,119 | 4.4% |
| Google Inc | CL A | 38259P508 | $89.2K | 79,628 | 4.3% |
| Directv | COM | 25490A309 | $89.1K | 1,289,825 | 4.3% |
| Diageo PLC Sponsored ADR New(DGED) | COM | 25243Q205 | $87.4K | 659,730 | 4.2% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $83.4K | 859,747 | 4.0% |
| Marriott Intl Inc(MAR) | CL A | 571903202 | $72.6K | 1,470,887 | 3.5% |
| Unilever NV(UNUSD) | N Y SHS NEW | 904784709 | $72.1K | 1,791,558 | 3.5% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $69.5K | 1,176,633 | 3.4% |
| Coach Inc | COM | 189754904 | $64.7K | 1,152,400 | 3.1% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $61.2K | 1,054,065 | 3.0% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $50.3K | 1,042,283 | 2.4% |
| Domino's Pizza, Inc.(DPZ) | COM | 25754A201 | $30.3K | 434,841 | 1.5% |
| AB Inbev(BUD) | SPONSORED ADR | 03524A108 | $29.7K | 279,279 | 1.4% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $28.8K | 91,016 | 1.4% |
| Nike Inc(NKE) | CL B | 654106103 | $22.5K | 285,771 | 1.1% |