Q4 2020 Holdings
Filed 2021-02-16 | 54 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $129.4M | 195,587 | 12.8% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $153.4M | 887,002 | 15.2% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $265.0M | 529,958 | 26.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $293.4M | 1,260,535 | 29.1% |