Q2 2020 Holdings
Filed 2020-08-13 | 9 holdings | $255.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $255.0M | 500,029 | 99.7% |
| Moodys Corp(MCO) | COM | 615369105 | $178.6K | 650,228 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $127.4K | 90,120 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $125.6K | 650,000 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $100.8K | 228,074 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $95.0K | 766,579 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $82.1K | 277,500 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $63.5K | 572,800 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $9.3K | 28,100 | 0.0% |