Q1 2016 Holdings
Filed 2016-05-16 | 18 holdings | $892.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $109.6K | 2,918,829 | 12.3% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $94.6K | 467,117 | 10.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $86.5K | 145,762 | 9.7% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $76.3K | 2,705,628 | 8.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $73.5K | 98,651 | 8.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $66.2K | 1,198,250 | 7.4% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $56.6K | 927,144 | 6.3% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $47.7K | 442,761 | 5.4% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $41.6K | 279,761 | 4.7% |
| Priceline GRP Inc | COM NEW | 741503403 | $38.5K | 29,831 | 4.3% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $36.8K | 952,801 | 4.1% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $34.4K | 899,265 | 3.9% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $33.0K | 840,509 | 3.7% |
| SBA Communications Corp | COM | 78388J106 | $28.5K | 284,589 | 3.2% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $22.3K | 385,586 | 2.5% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $21.8K | 794,821 | 2.4% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $18.6K | 1,027,835 | 2.1% |
| Penney J C Inc | COM | 708160106 | $5.4K | 484,899 | 0.6% |