Q3 2019 Holdings
Filed 2019-11-14 | 13 holdings | $829.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $131.9K | 1,260,000 | 15.9% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $100.9K | 760,000 | 12.2% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $94.1K | 328,000 | 11.3% |
| Moodys Corp(MCO) | COM | 615369105 | $79.9K | 390,000 | 9.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $62.4K | 362,500 | 7.5% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $60.8K | 31,000 | 7.3% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $56.8K | 850,000 | 6.9% |
| LKQ Corp(LKQ) | COM | 501889208 | $56.1K | 1,785,000 | 6.8% |
| Zendesk Inc | COM | 98936J101 | $52.5K | 720,000 | 6.3% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $38.3K | 640,000 | 4.6% |
| Verisign Inc(VRSN) | COM | 92343E102 | $36.8K | 195,000 | 4.4% |
| Fiserv Inc(FISV) | COM | 337738108 | $32.1K | 310,001 | 3.9% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $26.7K | 895,000 | 3.2% |