Q3 2020 Holdings
Filed 2020-11-16 | 12 holdings | $2.0M | 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 | $385.1K | 9,000,000 | 19.6% |
| Ferrari N V(RACE) | COM | N3167Y103 | $220.9K | 1,200,000 | 11.2% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $182.4K | 5,000,000 | 9.3% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $170.6K | 2,000,000 | 8.7% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $168.7K | 1,700,000 | 8.6% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $154.0K | 90,000 | 7.8% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $147.5K | 1,325,000 | 7.5% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $139.8K | 4,864,270 | 7.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $135.0K | 270,000 | 6.9% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $130.3K | 1,250,000 | 6.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $73.5K | 50,000 | 3.7% |
| Gray Television Inc(GTN) | COM | 389375106 | $57.7K | 4,192,070 | 2.9% |