| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALEANT PHARMACEUTICALS INTL | 199,004 | 28,479,000 | 33.38% | ||
| 2 | Equinix Inc New | 78,570 | 17,814,000 | 20.88% | ||
| 3 | IHS INC A | 135,956 | 15,483,000 | 18.15% | ||
| 4 | TRANSDIGM GROUP INC | 74,173 | 14,564,000 | 17.07% | ||
| 5 | SOLERA HOLDINGS INC | 175,543 | 8,984,000 | 10.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-003119, filed 2015.02.18).
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.
