| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZILLOW GROUP INC | 25,959,897 | 874,070,000 | 33.91% | ||
| 2 | AMAYA INC | 28,383,795 | 482,525,000 | 18.72% | ||
| 3 | ZILLOW GROUP INC | 13,360,188 | 451,708,000 | 17.53% | ||
| 4 | GRUBHUB INC | 9,582,509 | 315,169,000 | 12.23% | ||
| 5 | MARTIN MARIETTA MATLS INC | 716,839 | 156,450,000 | 6.07% | ||
| 6 | VULCAN MATLS CO | 1,114,323 | 134,254,000 | 5.21% | ||
| 7 | TRUECAR INC | 4,629,739 | 71,622,000 | 2.78% | ||
| 8 | ACTIVISION BLIZZARD INC | 1,127,740 | 56,229,000 | 2.18% | ||
| 9 | HOWARD HUGHES CORP | 252,141 | 29,564,000 | 1.15% | ||
| 10 | ZHAOPIN LTD | 331,262 | 5,708,000 | 0.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001352924-17-000011, filed 2017.05.15).
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.
