Q4 2017 Holdings
Filed 2018-02-12 | 10 holdings | $163.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NXP Semiconductors NV(NXPI) | COM | N6596X109 | $65.2K | 556,752 | 40.0% |
| Monsanto Co | COM | 61166W101 | $42.3K | 362,500 | 25.9% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $16.6K | 260,000 | 10.2% |
| Time Warner Inc | COM | 887317303 | $13.1K | 143,200 | 8.0% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $6.6K | 89,900 | 4.1% |
| Walmart Inc(WMT) | COM | 931142103 | $6.4K | 64,900 | 3.9% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $5.7K | 56,000 | 3.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.4K | 51,600 | 2.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.3K | 2,000 | 1.4% |
| Sequans Communications S A | SPONSORED ADS | 817323108 | $382 | 200,000 | 0.2% |