Q1 2020 Holdings
Filed 2020-05-06 | 10 holdings | $218.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $218.2M | 500,029 | 99.7% |
| Moodys Corp(MCO) | COM | 615369105 | $177.9K | 841,228 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $104.8K | 90,120 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $104.7K | 650,000 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $89.7K | 280,000 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $84.9K | 766,579 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $67.0K | 277,500 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $29.6K | 372,800 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $13.9K | 412,300 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $6.9K | 28,100 | 0.0% |