| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANGIES LIST INC | 5,915,280 | 47,736,000 | 25.00% | ||
| 2 | CENTRAL EUROPEAN MEDIA ENTRP CL A NEW | 17,236,994 | 43,954,000 | 23.02% | ||
| 3 | * XUEDA ED GROUP SPONSORED ADR | 2,386,803 | 12,865,000 | 6.74% | ||
| 4 | CBS CORP NEW | 114,000 | 6,280,000 | 3.29% | ||
| 5 | GRUBHUB INC | 234,000 | 5,880,000 | 3.08% | ||
| 6 | GRAY TELEVISION INC COM | 474,000 | 5,555,000 | 2.91% | ||
| 7 | ROYAL CARIBBEAN GROUP | 63,000 | 5,175,000 | 2.71% | ||
| 8 | MGM RESORTS INTERNATIONAL | 237,000 | 5,081,000 | 2.66% | ||
| 9 | MELCO ENTMT ADR | 307,000 | 5,069,000 | 2.65% | ||
| 10 | NETFLIX INC | 48,500 | 4,958,000 | 2.60% | ||
| 11 | TIME WARNER INC | 68,000 | 4,933,000 | 2.58% | ||
| 12 | LENDINGTREE INC NEW COM | 50,000 | 4,889,000 | 2.56% | ||
| 13 | TRIPADVISOR INC | 70,000 | 4,655,000 | 2.44% | ||
| 14 | GROUPON INC | 1,060,000 | 4,229,000 | 2.21% | ||
| 15 | ZILLOW GROUP | 177,000 | 4,200,000 | 2.20% | ||
| 16 | YANDEX N V | 266,000 | 4,075,000 | 2.13% | ||
| 17 | Wayfair Inc | 92,000 | 3,976,000 | 2.08% | ||
| 18 | DREAMWORKS ANIMATION SKG INC | 135,000 | 3,368,000 | 1.76% | ||
| 19 | BANKRATE INC DEL COM | 365,600 | 3,353,000 | 1.76% | ||
| 20 | AUTOHOME INC | 117,000 | 3,269,000 | 1.71% | ||
| 21 | VIACOM CLASS B | 79,000 | 3,261,000 | 1.71% | ||
| 22 | LENDINGCLUB CORP | 369,500 | 3,067,000 | 1.61% | ||
| 23 | QUOTIENT TECHNOLOGY INC COM | 104,597 | 1,109,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-16-001481, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
