Q1 2021 Holdings
Filed 2021-05-17 | 6 holdings | $138.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $35.1K | 59,728 | 25.4% |
| New York Times Co(NYT) | CL A | 650111107 | $33.9K | 669,464 | 24.5% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $30.6K | 300,762 | 22.1% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $14.3K | 330,977 | 10.4% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $13.0K | 8,800 | 9.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $11.4K | 43,561 | 8.3% |