Q3 2018 Holdings
Filed 2018-11-14 | 16 holdings | $342.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $339.5M | 2,175,000 | 99.2% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $550.0K | 6,000,000 | 0.2% |
| New York Times Co(NYT) | CL A | 650111107 | $347.3K | 15,000,000 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $332.9K | 2,431,542 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $277.8K | 140,000 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $238.7K | 200,000 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $191.5K | 6,500,000 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $160.1K | 700,000 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $154.4K | 2,200,000 | 0.0% |
| Gray Television Inc(GTN) | COM | 389375106 | $140.0K | 8,000,000 | 0.0% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $126.0K | 1,850,000 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $100.4K | 270,000 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $81.6K | 1,000,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $65.5K | 175,000 | 0.0% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $43.2K | 824,911 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $41.1K | 250,000 | 0.0% |