| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALEANT PHARMACEUTICALS INTL | 162,394 | 28,968,000 | 29.76% | ||
| 2 | EQUINIX INC | 62,804 | 17,171,000 | 17.64% | ||
| 3 | TRANSDIGM GROUP INC | 65,580 | 13,930,000 | 14.31% | ||
| 4 | IHS INC A | 113,663 | 13,185,000 | 13.54% | ||
| 5 | AMERICAN TOWER CORP NEW | 122,673 | 10,793,000 | 11.09% | ||
| 6 | FLEETCOR TECHNOLOGIES INC | 59,455 | 8,182,000 | 8.40% | ||
| 7 | PLATFORM SPECIALTY PRODS COR | 404,748 | 5,120,000 | 5.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-012187, filed 2015.11.16).
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.