Q4 2016 Holdings
Filed 2017-02-14 | 10 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group, Inc(Z) | CLC | 98954M200 | $926.1K | 25,392,719 | 37.9% |
| Zillow Group, Inc(ZG) | CLA | 98954M101 | $478.8K | 13,135,092 | 19.6% |
| Amaya, Inc | COM | 02314M108 | $369.9K | 26,142,985 | 15.1% |
| Grubhub, Inc | COM | 400110102 | $316.3K | 8,408,385 | 12.9% |
| Martin Marietta Materials, Inc(MLM) | COM | 573284106 | $147.6K | 666,215 | 6.0% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $129.7K | 1,036,030 | 5.3% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $27.6K | 241,568 | 1.1% |
| Truecar, Inc(5TC) | COM | 89785L107 | $23.8K | 1,903,769 | 1.0% |
| 8x8, Inc(EGHT) | COM | 282914100 | $14.4K | 1,008,409 | 0.6% |
| Zhaopin LTD | ADR | 98954L103 | $10.3K | 684,832 | 0.4% |