| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 1,000,000 | 60,240,000 | 10.88% | ||
| 2 | SELECT SECTOR SPDR TR | 2,255,000 | 50,377,000 | 9.10% | ||
| 3 | Pandora Media Inc | 1,184,000 | 35,899,000 | 6.48% | ||
| 4 | MASTERCARD INCORPORATED | 480,000 | 35,856,000 | 6.48% | ||
| 5 | NETFLIX INC | 100,000 | 35,203,000 | 6.36% | ||
| 6 | ALEXANDERS INC | 93,443 | 33,732,000 | 6.09% | ||
| 7 | DISNEY WALT CO | 420,000 | 33,629,000 | 6.07% | ||
| 8 | AMAZON COM INC | 96,000 | 32,306,000 | 5.83% | ||
| 9 | TRIPADVISOR INC | 300,000 | 27,177,000 | 4.91% | ||
| 10 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 21,000 | 23,405,000 | 4.23% | ||
| 11 | RACKSPACE HOSTING INC | 637,000 | 20,906,000 | 3.78% | ||
| 12 | FLEETCOR TECH | 180,000 | 20,718,000 | 3.74% | ||
| 13 | LAS VEGAS SANDS CORP | 240,000 | 19,387,000 | 3.50% | ||
| 14 | CBS CORP NEW | 300,000 | 18,540,000 | 3.35% | ||
| 15 | LINKEDIN CORP COM CL A | 90,000 | 16,645,000 | 3.01% | ||
| 16 | VIPSHOP HLDGS LTD | 108,000 | 16,124,000 | 2.91% | ||
| 17 | COMCAST CORP NEW | 300,000 | 15,006,000 | 2.71% | ||
| 18 | YELP INC | 180,000 | 13,847,000 | 2.50% | ||
| 19 | CROWN CASTLE INTL CORP | 120,000 | 8,854,000 | 1.60% | ||
| 20 | TIME WARNER INC NEW | 60,000 | 8,231,000 | 1.49% | ||
| 21 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 183,187 | 6,509,000 | 1.18% | ||
| 22 | CBRE GROUP INC | 212,000 | 5,815,000 | 1.05% | ||
| 23 | DISH NETWORK A | 80,000 | 4,977,000 | 0.90% | ||
| 24 | INTERXION HOLDING N.V | 180,000 | 4,316,000 | 0.78% | ||
| 25 | SCHOLASTIC CORP COM | 105,128 | 3,625,000 | 0.65% | ||
| 26 | Outerwall, Inc. | 762 | 1,769,000 | 0.32% | Put | |
| 27 | 21VIANET GROUP INC | 18,100 | 519,000 | 0.09% | ||
| 28 | ISHARES TR | 1,000 | 67,000 | 0.01% | Put | |
| 29 | SPDR S&P 500 ETF TR | 1,000 | 16,000 | 0.00% | Call | |
| 30 | Call FB 160 Exp Jun 16, 2017 | 2,000 | 12,000 | 0.00% | Call | |
| 31 | BEAM INC | 2,000 | 10,000 | 0.00% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001441843-14-000005, filed 2014.05.15).
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.
