Q1 2018 Holdings
Filed 2018-04-30 | 10 holdings | $205.6K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2019-09-09) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ON Semiconductor Corp(ON) | Common Stock | 682189105 | $153.4K | 6,676 | 0.1% |
| Match Group Inc(MTCHEUR)A | COM | 57665R106 | $39.7K | 892,226 | 19.3% |
| Booking Hldgs Inc(BKNG)A | COM | 09857L108 | $31.9K | 15,335 | 15.5% |
| Nike Inc(NKE)A | CL B | 654106103 | $29.6K | 444,829 | 14.4% |
| Square Inc(XYZ)A | CL A | 852234103 | $25.0K | 508,479 | 12.2% |
| Grifols S A(GRFS)A | SP ADR REP B NVT | 398438408 | $24.3K | 1,146,689 | 11.8% |
| Alphabet Inc(GOOGL)A | CAP STK CL A | 02079K305 | $22.4K | 21,559 | 10.9% |
| Activision Blizzard Inc(ATVIEUR)A | COM | 00507V109 | $20.2K | 299,889 | 9.8% |
| Charter Communications Inc N(CHTR)A | CL A | 16119P108 | $9.9K | 31,857 | 4.8% |
| Central European Media Ent A | Common Stock | G20045202 | $4.4K | 1,016 | 0.0% |
| Qualcomm Inc(QCOM)A | COM | 747525103 | $2.3K | 41,354 | 1.1% |
| Pagseguro Digital LTD(PAGS)A | COM CL A | G68707101 | $383 | 10,000 | 0.2% |