Q3 2015 Holdings
Filed 2015-11-16 | 20 holdings | $854.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $131.1K | 3,196,523 | 15.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $83.2K | 162,505 | 9.7% |
| Comcast Corp New | CL A SPL | 20030N200 | $76.0K | 1,327,150 | 8.9% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $61.3K | 520,635 | 7.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $59.6K | 1,347,019 | 7.0% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $56.6K | 322,057 | 6.6% |
| SBA Communications Corp | COM | 78388J106 | $50.6K | 483,117 | 5.9% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $43.4K | 1,604,562 | 5.1% |
| Priceline GRP Inc | COM NEW | 741503403 | $42.8K | 34,602 | 5.0% |
| Liberty Media Corp Delaware | COM SER C | 531229300 | $41.1K | 1,193,809 | 4.8% |
| Facebook Inc(META) | CL A | 30303M102 | $40.9K | 455,019 | 4.8% |
| Kate Spade & Co | COM | 485865109 | $25.8K | 1,351,807 | 3.0% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $23.6K | 599,043 | 2.8% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $22.9K | 879,121 | 2.7% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $19.6K | 1,425,379 | 2.3% |
| Grubhub Inc | COM | 400110102 | $18.9K | 776,068 | 2.2% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $16.2K | 622,113 | 1.9% |
| Paypal Hldgs Inc(PYPL)Call | COM | 70450Y103 | $15.8K | 508,000 | 1.8% |
| Coupons COM Inc | COM | 22265J102 | $12.6K | 1,395,739 | 1.5% |
| Ebay Inc(EBAY)Call | COM | 278642103 | $12.4K | 508,000 | 1.5% |