Q4 2015 Holdings
Filed 2016-02-16 | 21 holdings | $926.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $125.6K | 3,079,523 | 13.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $106.5K | 157,578 | 11.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $74.7K | 1,347,019 | 8.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $70.5K | 1,249,650 | 7.6% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $59.0K | 322,057 | 6.4% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $55.0K | 442,761 | 5.9% |
| Facebook Inc(META) | CL A | 30303M102 | $47.6K | 455,019 | 5.1% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $46.9K | 1,721,436 | 5.1% |
| Liberty Media Corp Delaware | COM SER C | 531229300 | $42.5K | 1,116,873 | 4.6% |
| Priceline GRP Inc | COM NEW | 741503403 | $38.0K | 29,831 | 4.1% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $35.2K | 899,265 | 3.8% |
| SBA Communications Corp | COM | 78388J106 | $29.9K | 284,589 | 3.2% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $28.0K | 774,810 | 3.0% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $26.1K | 599,043 | 2.8% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $24.5K | 1,425,379 | 2.6% |
| Kate Spade & Co | COM | 485865109 | $24.0K | 1,351,807 | 2.6% |
| Grupo Televisa SA(TLV) | SPON ADR REP OR | 40049J206 | $23.9K | 879,121 | 2.6% |
| Grubhub Inc | COM | 400110102 | $21.8K | 900,904 | 2.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $21.5K | 28,310 | 2.3% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $20.1K | 622,113 | 2.2% |
| Quotient Technology Inc(QUOTUSD) | COM | 749119103 | $5.0K | 733,714 | 0.5% |