Q4 2014 Holdings
Filed 2015-02-17 | 21 holdings | $527.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $88.4K | 1,830,061 | 16.8% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $55.2K | 958,888 | 10.5% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $49.3K | 1,283,087 | 9.3% |
| SBA Communications Corp | COM | 78388J106 | $49.0K | 442,236 | 9.3% |
| Priceline GRP Inc | COM NEW | 741503403 | $44.3K | 38,834 | 8.4% |
| Cogent Communications Hldgs(CCOI) | COM NEW | 19239V302 | $32.9K | 929,368 | 6.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $28.0K | 90,174 | 5.3% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $26.8K | 117,562 | 5.1% |
| Liberty Media Corp Delaware | COM SER C | 531229300 | $21.7K | 619,766 | 4.1% |
| Apple Inc(AAPL) | COM | 037833100 | $21.0K | 190,117 | 4.0% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $19.5K | 573,068 | 3.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $17.7K | 381,350 | 3.4% |
| Facebook Inc(META) | CL A | 30303M102 | $16.1K | 206,551 | 3.1% |
| Kate Spade & Co | COM | 485865109 | $13.5K | 422,620 | 2.6% |
| Time Warner Cable Inc | COM | 88732J207 | $13.1K | 85,861 | 2.5% |
| Grubhub Inc | COM | 400110102 | $9.6K | 264,998 | 1.8% |
| Time Warner Inc | COM NEW | 887317303 | $6.3K | 73,457 | 1.2% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $5.4K | 206,100 | 1.0% |
| Endurance Intl Group Hldgs I(EIGIEUR) | COM | 29272B105 | $4.7K | 253,592 | 0.9% |
| Coupons COM Inc | COM | 22265J102 | $2.6K | 145,775 | 0.5% |
| Neustar IncPut | CL A | 64126X201 | $2.2K | 78,500 | 0.4% |