Q4 2018 Holdings
Filed 2019-02-14 | 20 holdings | $124.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $23.0K | 175,288 | 18.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $20.4K | 19,720 | 16.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $14.7K | 144,500 | 11.8% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $14.0K | 56,110 | 11.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.2K | 7,800 | 6.6% |
| Universal Display Corp(OLED) | COM | 91347P105 | $7.6K | 81,000 | 6.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $6.3K | 75,300 | 5.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $4.6K | 33,490 | 3.7% |
| FGL Hldgs | ORD SHS | G3402M102 | $3.1K | 462,485 | 2.5% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.0K | 15,810 | 2.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.0K | 11,100 | 2.4% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $2.8K | 17,959 | 2.2% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $2.5K | 33,400 | 2.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $2.0K | 9,700 | 1.6% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $2.0K | 64,947 | 1.6% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $1.9K | 12,000 | 1.6% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $1.7K | 50,500 | 1.4% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $1.6K | 8,900 | 1.3% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $1.4K | 27,800 | 1.1% |
| Under Armour Inc(UA) | CL C | 904311206 | $693 | 42,840 | 0.6% |