Q2 2019 Holdings
Filed 2019-08-14 | 15 holdings | $275.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $272.9M | 1,675,000 | 99.0% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $549.2K | 6,750,000 | 0.2% |
| Bank Amer Corp(BAC) | COM | 060505104 | $348.0K | 12,000,000 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $322.8K | 2,000,000 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $247.6K | 7,590,053 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $227.0K | 210,000 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $193.0K | 1,000,000 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $178.1K | 95,000 | 0.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $147.5K | 9,000,000 | 0.1% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $128.3K | 1,850,000 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $117.9K | 2,542,949 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $112.3K | 308,500 | 0.0% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $94.8K | 1,500,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $91.8K | 250,000 | 0.0% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $48.7K | 2,500,000 | 0.0% |