Q4 2016 Holdings
Filed 2017-02-14 | 10 holdings | $537.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $225.8M | 784,161 | 42.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $198.7M | 2,262,300 | 37.0% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $111.1M | 654,213 | 20.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $309.3K | 412,500 | 0.1% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $260.7K | 690,891 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $213.6K | 1,725,229 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $212.8K | 8,364,300 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $210.1K | 3,179,428 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $196.0K | 2,863,144 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $122.3K | 3,353,000 | 0.0% |