| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALEANT PHARMACEUTICALS INTL | 190,404 | 24,981,000 | 29.94% | ||
| 2 | Equinix Inc New | 76,007 | 16,150,000 | 19.36% | ||
| 3 | IHS INC A | 124,156 | 15,543,000 | 18.63% | ||
| 4 | TRANSDIGM GROUP INC | 74,173 | 13,672,000 | 16.39% | ||
| 5 | VERISIGN INC | 167,953 | 9,258,000 | 11.10% | ||
| 6 | COTY INC | 231,764 | 3,836,000 | 4.60% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-012262, filed 2014.11.14).
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.
