Q1 2017 Holdings
Filed 2017-05-15 | 31 holdings | $79.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $48.5M | 450,000 | 61.4% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $29.5M | 312,127 | 37.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $115.3K | 780,000 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $110.8K | 780,000 | 0.1% |
| Alexanders Inc(ALX) | COM | 014752109 | $79.2K | 183,467 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $67.5K | 600,000 | 0.1% |
| Adecoagro S A(AGRO) | COM | L00849106 | $64.0K | 5,587,458 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $54.4K | 660,000 | 0.1% |
| Banco Macro SA(BMA) | SPON ADR B | 05961W105 | $49.1K | 566,400 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $47.9K | 54,000 | 0.1% |
| Grupo Financiero Galicia SA(GGAL) | SP ADR 10 SH B | 399909100 | $45.1K | 1,192,000 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $40.4K | 1,440,000 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $33.4K | 600,000 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $33.1K | 39,000 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $32.4K | 39,000 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $31.7K | 1,020,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $31.6K | 480,000 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $31.0K | 480,000 | 0.0% |
| Telecom Argentina S A(TEO) | SPON ADR REP B | 879273209 | $23.3K | 1,049,852 | 0.0% |
| Logmein Inc | COM | 54142L109 | $20.3K | 207,972 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $18.3K | 270,000 | 0.0% |
| Bbva Banco Frances S A | SPONSORED ADR | 07329M100 | $16.5K | 893,123 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $16.1K | 180,000 | 0.0% |
| Interxion Holding NV | SHS | N47279109 | $10.5K | 264,324 | 0.0% |
| Ishares TRPut | PUT | 464287954 | $4.4K | 25,000 | 0.0% |
| Nortel Inversora S A | SPON ADR PRD B | 656567401 | $3.5K | 135,167 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.9K | 15,272 | 0.0% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $1.0K | 2,555 | 0.0% |
| Weyerhaeuser Co(WY) | COM | 962166104 | $915 | 26,924 | 0.0% |
| Ishares TR(IYR)Put | PUT | 464287739 | $605 | 11,000 | 0.0% |
| Mulesoft Inc | CL A | 625207105 | $365 | 15,000 | 0.0% |