Q1 2021 Holdings
Filed 2021-05-17 | 18 holdings | $3.6M | 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 | $506.2K | 10,000,000 | 14.1% |
| Doordash Inc(DASH) | CL A | 25809K105 | $461.8K | 3,521,505 | 12.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $310.3K | 150,000 | 8.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $271.1K | 1,150,000 | 7.6% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $254.1K | 2,500,000 | 7.1% |
| Facebook Inc(META) | CL A | 30303M102 | $250.4K | 850,000 | 7.0% |
| Ferrari N V(RACE) | COM | N3167Y103 | $209.3K | 1,000,000 | 5.8% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $181.4K | 1,500,000 | 5.1% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $168.7K | 1,500,000 | 4.7% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $162.3K | 3,000,000 | 4.5% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $144.4K | 4,206,049 | 4.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $130.4K | 250,000 | 3.6% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $127.2K | 115,000 | 3.6% |
| News Corp New(NWSA) | CL A | 65249B109 | $127.2K | 5,000,000 | 3.6% |
| Inari MED Inc(NARIUSD) | COM | 45332Y109 | $111.2K | 1,039,200 | 3.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $66.4K | 3,607,933 | 1.9% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $66.1K | 500,000 | 1.8% |
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $30.2K | 1,189,500 | 0.8% |