Q2 2014 Holdings
Filed 2014-08-14 | 23 holdings | $421.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $62.6K | 1,172,981 | 14.8% |
| Liberty Global PLC | SHS CL C | G5480U120 | $51.2K | 1,211,226 | 12.2% |
| Crown Castle Intl Corp | COM | 228227104 | $38.2K | 514,101 | 9.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $29.3K | 90,174 | 6.9% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $26.5K | 141,953 | 6.3% |
| Apple Inc(AAPL) | COM | 037833100 | $26.2K | 281,673 | 6.2% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $25.4K | 722,734 | 6.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $23.7K | 19,741 | 5.6% |
| Time Warner Inc | COM NEW | 887317303 | $19.7K | 279,850 | 4.7% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $19.2K | 560,032 | 4.6% |
| Homeaway Inc | COM | 43739Q100 | $13.8K | 396,788 | 3.3% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $13.1K | 585,831 | 3.1% |
| Digitalglobe Inc | COM NEW | 25389M877 | $12.1K | 435,844 | 2.9% |
| Endurance Intl Group Hldgs I(EIGIEUR) | COM | 29272B105 | $11.2K | 731,547 | 2.7% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $11.0K | 171,388 | 2.6% |
| Restoration Hardware Hldgs I | COM | 761283100 | $9.1K | 98,116 | 2.2% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $7.4K | 68,115 | 1.8% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $6.7K | 188,547 | 1.6% |
| Soufun Hldgs LTD | ADR | 836034108 | $3.6K | 368,587 | 0.9% |
| Calamp Corp(CAMPEUR) | COM | 128126109 | $3.6K | 164,928 | 0.8% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $3.5K | 146,633 | 0.8% |
| Central European Media Entrp | CL A NEW | G20045202 | $2.4K | 842,942 | 0.6% |
| Coupons COM Inc | COM | 22265J102 | $2.0K | 75,000 | 0.5% |