Q3 2019 Holdings
Filed 2019-11-14 | 15 holdings | $306.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $69.4K | 500,000 | 22.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $54.9K | 45,000 | 17.9% |
| Celgene Corp(CELG) | COM | 151020104 | $39.7K | 400,000 | 12.9% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $20.6K | 400,000 | 6.7% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $19.5K | 150,000 | 6.4% |
| Facebook Inc(META) | CL A | 30303M102 | $17.8K | 100,000 | 5.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $17.4K | 10,000 | 5.7% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $15.7K | 150,000 | 5.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $13.5K | 300,000 | 4.4% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $12.9K | 300,000 | 4.2% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $10.9K | 50,000 | 3.6% |
| Redfin Corp(RDFN) | COM | 75737F108 | $4.4K | 260,000 | 1.4% |
| Greentree Hospitalty Group L(GHG) | SPONSORED ADS | 39579V100 | $4.0K | 400,000 | 1.3% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $3.5K | 150,000 | 1.2% |
| Douyu International Hldngs L | SPONSORED ADS | 25985W105 | $2.6K | 320,000 | 0.9% |