Q1 2021 Holdings
Filed 2021-05-17 | 9 holdings | $4.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $885.4K | 35,205,300 | 22.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $528.8K | 170,900 | 13.2% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $483.0K | 821,456 | 12.0% |
| AIR Lease Corp(AL) | CL A | 00912X302 | $458.6K | 9,358,300 | 11.4% |
| Fidelity National Financial(FNF) | FNF GROUP COM | 31620R303 | $455.3K | 11,197,000 | 11.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $452.7K | 219,500 | 11.3% |
| Moodys Corp(MCO) | COM | 615369105 | $332.7K | 1,114,000 | 8.3% |
| SAP SE(SAP) | SPON ADR | 803054204 | $244.8K | 1,993,900 | 6.1% |
| E2open Parent Holdings Inc(ETWOGBP) | COM CL A | 29788T103 | $177.5K | 17,823,200 | 4.4% |