Q1 2020 Holdings
Filed 2020-05-15 | 7 holdings | $881.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $217.8K | 2,746,674 | 24.7% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $210.3K | 430,460 | 23.9% |
| New York Times Co(NYT) | CL A | 650111107 | $144.6K | 4,708,907 | 16.4% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $128.2K | 4,708,251 | 14.5% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $104.1K | 2,411,525 | 11.8% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $55.9K | 1,278,126 | 6.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $20.3K | 63,382 | 2.3% |