Q1 2015 Holdings
Filed 2015-05-15 | 22 holdings | $838.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $138.5K | 2,780,949 | 16.5% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $80.1K | 1,428,635 | 9.5% |
| SBA Communications Corp | COM | 78388J106 | $75.3K | 643,199 | 9.0% |
| Facebook Inc(META) | CL A | 30303M102 | $49.7K | 604,026 | 5.9% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $47.8K | 507,372 | 5.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $47.1K | 126,505 | 5.6% |
| Liberty Media Corp Delaware | COM SER C | 531229300 | $45.1K | 1,181,504 | 5.4% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $42.9K | 1,267,443 | 5.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $38.0K | 182,425 | 4.5% |
| Cogent Communications Hldgs(CCOI) | COM NEW | 19239V302 | $37.8K | 1,070,171 | 4.5% |
| Priceline GRP Inc | COM NEW | 741503403 | $37.7K | 32,420 | 4.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $35.2K | 866,165 | 4.2% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $27.8K | 841,626 | 3.3% |
| Kate Spade & Co | COM | 485865109 | $20.0K | 599,670 | 2.4% |
| Apple Inc(AAPL) | COM | 037833100 | $19.0K | 152,557 | 2.3% |
| Coupons COM Inc | COM | 22265J102 | $18.6K | 1,584,652 | 2.2% |
| Time Warner Cable Inc | COM | 88732J207 | $18.1K | 120,709 | 2.2% |
| Grubhub Inc | COM | 400110102 | $17.5K | 385,847 | 2.1% |
| Endurance Intl Group Hldgs I(EIGIEUR) | COM | 29272B105 | $15.5K | 810,898 | 1.8% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $9.8K | 334,160 | 1.2% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $9.2K | 419,775 | 1.1% |
| Neustar IncPut | CL A | 64126X201 | $8.0K | 325,100 | 1.0% |