Q3 2019 Holdings
Filed 2019-11-14 | 10 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $248.3K | 450,378 | 21.5% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $195.7K | 1,857,518 | 16.9% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $179.9K | 2,330,164 | 15.6% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $134.7K | 3,238,244 | 11.7% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $129.7K | 2,411,525 | 11.2% |
| New York Times Co(NYT) | CL A | 650111107 | $84.8K | 2,976,541 | 7.3% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $76.6K | 1,076,523 | 6.6% |
| Ferrari N V(RACE) | COM | N3167Y103 | $50.7K | 329,065 | 4.4% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $47.4K | 91,067 | 4.1% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $8.1K | 205,368 | 0.7% |