Q3 2014 Holdings
Filed 2014-11-14 | 11 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PL | SHS CL A | G5480U104 | $136.0K | 3,196,186 | 13.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $133.1K | 412,725 | 13.0% |
| Monster Beverage Corp | COM | 611740101 | $113.3K | 1,235,882 | 11.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $112.8K | 249,936 | 11.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $108.0K | 1,461,199 | 10.5% |
| Yelp Inc(YELP) | CL A | 985817105 | $97.7K | 1,431,235 | 9.5% |
| Kate Spade & Co | COM | 485865109 | $96.5K | 3,678,037 | 9.4% |
| Mcgraw Hill Financial Inc | COM | 580645109 | $85.7K | 1,014,442 | 8.4% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $84.2K | 920,848 | 8.2% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $55.8K | 1,328,282 | 5.4% |
| NU Skin Enterprises Inc(NUS) | CL A | 67018T105 | $2.2K | 47,814 | 0.2% |