Q2 2017 Holdings
Filed 2017-08-15 | 9 holdings | $3.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group, Inc(Z) | CLC | 98954M200 | $1.3M | 26,741,104 | 35.9% |
| Zillow Group, Inc(ZG) | CLA | 98954M101 | $668.0K | 13,628,910 | 18.3% |
| Amaya, Inc | COM | 02314M108 | $517.7K | 28,919,711 | 14.2% |
| Grubhub, Inc | COM | 400110102 | $432.2K | 9,911,910 | 11.9% |
| Truecar, Inc(5TC) | COM | 89785L107 | $238.6K | 11,972,257 | 6.6% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $169.9K | 1,340,830 | 4.7% |
| Martin Marietta Materials, Inc(MLM) | COM | 573284106 | $168.7K | 758,100 | 4.6% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $122.9K | 1,000,257 | 3.4% |
| Activision Blizzard, Inc(ATVIEUR) | COM | 00507V109 | $17.7K | 306,667 | 0.5% |