Q3 2020 Holdings
Filed 2020-11-17 | 6 holdings | $329.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $95.1K | 936,133 | 28.9% |
| Vale S A(VALE) | SPONSORED ADS | 91912E105 | $83.8K | 7,919,200 | 25.5% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $60.4K | 1,358,378 | 18.4% |
| Agco Corp(AGCO) | COM | 001084102 | $48.5K | 653,684 | 14.8% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $31.1K | 2,020,300 | 9.5% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $10.0K | 133,000 | 3.0% |