Q3 2020 Holdings
Filed 2020-11-13 | 11 holdings | $216.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $45.5K | 288,650 | 21.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $44.2K | 30,100 | 20.4% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $23.8K | 208,000 | 11.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $18.9K | 94,500 | 8.7% |
| Ribbit Leap LTD | UNIT | G7552B121 | $17.9K | 1,500,000 | 8.2% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $15.7K | 126,300 | 7.2% |
| Citigroup Inc(C) | COM NEW | 172967424 | $14.6K | 338,900 | 6.7% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $12.1K | 310,000 | 5.6% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $9.2K | 767,500 | 4.2% |
| CDK Global Inc(CDK) | COM | 12508E101 | $7.4K | 170,572 | 3.4% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $7.3K | 4,275 | 3.4% |