Q2 2020 Holdings
Filed 2020-08-14 | 11 holdings | $9.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc(CHTR) | COM | 16119P108 | $8.7M | 17,000 | 91.9% |
| Draft Kings(DKNG1USD) | COM | 26142R104 | $722.3K | 21,715,872 | 7.7% |
| Equinix Inc(EQIX) | COM | 29444U700 | $8.8K | 12,500 | 0.1% |
| Liberty Global | COM | G5480U120 | $7.0K | 325,000 | 0.1% |
| Marvell Technology Group LTD(MRVL) | COM | G5876H105 | $6.0K | 170,000 | 0.1% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $5.5K | 50,000 | 0.1% |
| Vmware Inc(VMWEUR) | COM | 928563402 | $5.4K | 35,000 | 0.1% |
| SBA Comms Corp(SBAC) | COM | 78410G104 | $5.1K | 17,000 | 0.1% |
| Analog Devices(ADI) | COM | 032654105 | $3.7K | 30,000 | 0.0% |
| Twilio Inc(TWLO) | COM | 90138F102 | $2.9K | 13,000 | 0.0% |
| Applied Materials(AMAT) | COM | 038222105 | $1.5K | 25,000 | 0.0% |