Q2 2019 Holdings
Filed 2019-08-14 | 9 holdings | $994.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $333.0K | 544,316 | 33.5% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $164.6K | 2,243,440 | 16.5% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $130.7K | 2,411,525 | 13.1% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $107.6K | 2,877,282 | 10.8% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $93.2K | 919,791 | 9.4% |
| Ferrari N V(RACE) | COM | N3167Y103 | $74.0K | 458,589 | 7.4% |
| New York Times Co(NYT) | CL A | 650111107 | $62.4K | 1,914,100 | 6.3% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $22.1K | 306,494 | 2.2% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $7.1K | 197,057 | 0.7% |