Q2 2020 Holdings
Filed 2020-08-14 | 12 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New York Times Co(NYT) | CL A | 650111107 | $378.3K | 9,000,000 | 22.4% |
| Ferrari N V(RACE) | COM | N3167Y103 | $171.0K | 1,000,000 | 10.1% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $167.6K | 7,000,000 | 9.9% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $155.4K | 5,000,000 | 9.2% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $144.4K | 2,500,000 | 8.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $141.1K | 310,000 | 8.4% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $104.9K | 945,896 | 6.2% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $103.3K | 3,500,000 | 6.1% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $100.8K | 1,700,000 | 6.0% |
| Gray Television Inc(GTN) | COM | 389375106 | $76.2K | 5,465,164 | 4.5% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $73.5K | 1,000,000 | 4.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $70.7K | 50,000 | 4.2% |