Q1 2020 Holdings
Filed 2020-05-15 | 13 holdings | $158.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $156.1M | 1,000,000 | 98.8% |
| New York Times Co(NYT) | CL A | 650111107 | $399.2K | 13,000,000 | 0.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $262.0K | 500,000 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $250.2K | 1,500,000 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $206.5K | 550,000 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $198.3K | 1,300,000 | 0.1% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $197.7K | 8,261,869 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $188.5K | 6,750,000 | 0.1% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $90.9K | 1,350,000 | 0.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $85.9K | 8,000,000 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $58.1K | 50,000 | 0.0% |
| Shake Shack Inc(SHAK) | CL A | 819047101 | $18.9K | 500,000 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $2.7K | 125,000 | 0.0% |