Q1 2020 Holdings
Filed 2020-04-07 | 19 holdings | $383.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $37.5K | 263,244 | 9.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $35.4K | 93,083 | 9.2% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $35.1K | 335,710 | 9.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $32.4K | 92,458 | 8.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $31.2K | 110,932 | 8.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $28.0K | 36,500 | 7.3% |
| Facebook Inc(META) | CL A | 30303M102 | $22.3K | 33,601 | 5.8% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $21.9K | 862,403 | 5.7% |
| Servicenow Inc(NOW) | COM | 81762P102 | $21.3K | 20,171 | 5.6% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $17.9K | 178,755 | 4.7% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $14.9K | 111,800 | 3.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $14.7K | 4,000 | 3.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $14.4K | 914,656 | 3.8% |
| Union PAC Corp(UNP) | COM | 907818108 | $13.9K | 41,870 | 3.6% |
| Realpage Inc | NOTE 1.500%11/1 | 75606NAB5 | $13.8K | 118,394 | 3.6% |
| XP Inc(XP) | CL A | G98239109 | $13.7K | 13,701 | 3.6% |
| Qiagen NV | DEBT 1.000%11/1 | N72482AT4 | $8.4K | 225,828 | 2.2% |
| Raytheon Co(RTN1USD) | COM NEW | 755111507 | $6.1K | 58,316 | 1.6% |
| Ishares Inc(EWZ) | MSCI BRAZIL ETF | 464286400 | $608 | 3,500 | 0.2% |