Q4 2014 Holdings
Filed 2015-02-11 | 16 holdings | $932.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $136.7K | 1,238,153 | 14.7% |
| L Brands Inc | COM | 501797104 | $79.5K | 918,618 | 8.5% |
| Facebook Inc(META) | CL A | 30303M102 | $79.4K | 1,017,523 | 8.5% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $78.5K | 698,912 | 8.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $73.9K | 238,000 | 7.9% |
| Priceline GRP Inc | COM NEW | 741503403 | $72.1K | 63,272 | 7.7% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $59.0K | 1,029,913 | 6.3% |
| Tribune Media Co(TRCO) | CL A | 896047503 | $55.3K | 925,000 | 5.9% |
| Liberty Global PLC | SHS CL A | G5480U104 | $52.3K | 1,041,948 | 5.6% |
| Liberty Global PLC | SHS CL C | G5480U120 | $50.3K | 1,041,948 | 5.4% |
| Google Inc | CL A | 38259P508 | $49.9K | 94,024 | 5.4% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $44.6K | 1,310,000 | 4.8% |
| Google Inc | CL C | 38259P706 | $43.2K | 81,978 | 4.6% |
| YPF Sociedad Anonima(YPF) | SPON ADR CL D | 984245100 | $28.5K | 1,075,000 | 3.1% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $20.2K | 2,609,765 | 2.2% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $9.3K | 272,000 | 1.0% |