Q2 2021 Holdings
Filed 2021-08-16 | 9 holdings | $4.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $868.5K | 35,205,300 | 19.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $778.9K | 226,400 | 17.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $675.2K | 276,500 | 14.9% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $513.5K | 793,256 | 11.3% |
| Fidelity National Financial(FNF) | FNF GROUP COM | 31620R303 | $470.2K | 10,820,000 | 10.4% |
| Moodys Corp(MCO) | COM | 615369105 | $384.8K | 1,061,800 | 8.5% |
| AIR Lease Corp(AL) | CL A | 00912X302 | $350.7K | 8,401,900 | 7.7% |
| SAP SE(SAP) | SPON ADR | 803054204 | $280.1K | 1,993,900 | 6.2% |
| E2open Parent Holdings Inc(ETWOGBP) | COM CL A | 29788T103 | $203.5K | 17,823,200 | 4.5% |