Q1 2020 Holdings
Filed 2020-05-15 | 25 holdings | $5.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Central Puerto S A(CEPU) | SPONSORED ADR | 155038201 | $3.6M | 1,607,167 | 72.7% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $394.0K | 2,726 | 7.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $142.0K | 72,808 | 2.9% |
| Netflix Inc(NFLX) | COM | 64110L106 | $136.9K | 364,470 | 2.8% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $88.1K | 364,580 | 1.8% |
| Nike Inc(NKE) | CL B | 654106103 | $70.4K | 850,690 | 1.4% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $70.0K | 485,970 | 1.4% |
| Alexanders Inc(ALX) | COM | 014752109 | $69.1K | 250,500 | 1.4% |
| Intel Corp(INTC) | COM | 458140100 | $65.8K | 1,216,000 | 1.3% |
| Equinix Inc(EQIX) | COM | 29444U700 | $61.1K | 97,830 | 1.2% |
| Snap Inc(SNAP) | CL A | 83304A106 | $57.8K | 4,862,990 | 1.2% |
| Facebook Inc(META) | CL A | 30303M102 | $50.7K | 303,710 | 1.0% |
| Adecoagro S A(AGRO) | COM | L00849106 | $43.8K | 11,270,817 | 0.9% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $40.4K | 912,200 | 0.8% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $22.3K | 486,400 | 0.4% |
| Replay Acquisition Corp | COM | G75130107 | $20.2K | 2,000,000 | 0.4% |
| Canopy Growth CorpPut | COM | 138035100 | $7.3K | 505,100 | 0.1% |
| Douglas Emmett Inc(DEI) | COM | 25960P109 | $6.6K | 216,785 | 0.1% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $5.5K | 607,555 | 0.1% |
| Canopy Growth Corp | COM | 138035100 | $1.1K | 77,400 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $635 | 2,914 | 0.0% |
| Replay Acquisition Corp | *W EXP 03/01/202 | G75130115 | $590 | 1,000,000 | 0.0% |
| Aphria Inc(APH1EUR)Put | COM | 03765K104 | $379 | 124,500 | 0.0% |
| Aphria Inc(APH1EUR) | COM | 03765K104 | $379 | 124,500 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $272 | 1 | 0.0% |