| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 100 | 10,000 | 0.00% | Call | |
| 2 | PETROBRAS ARGENTINA S A | 21,374 | 146,000 | 0.02% | ||
| 3 | RACKSPACE HOSTING INC | 6,700 | 346,000 | 0.04% | ||
| 4 | NATIONSTAR MTG HLDGS INCORPORATED | 100,000 | 2,477,000 | 0.29% | ||
| 5 | ITAU UNIBANCO HLDG SA | 347,000 | 3,838,000 | 0.45% | ||
| 6 | BBVA BANCO FRANCES S A | 195,000 | 3,982,000 | 0.46% | ||
| 7 | TELECOM ARGENTINA | 197,000 | 4,474,000 | 0.52% | ||
| 8 | BANCO MACRO SA | 116,200 | 6,647,000 | 0.77% | ||
| 9 | YPF SOCIEDAD ANONIMA | 270,000 | 7,412,000 | 0.86% | ||
| 10 | GRUPO FINANCIERO GALICIA S A | 322,000 | 7,454,000 | 0.87% | ||
| 11 | SCHOLASTIC CORP | 197,121 | 8,070,000 | 0.94% | ||
| 12 | AMAZON COM INC | 30,000 | 11,163,000 | 1.30% | ||
| 13 | CROWN CASTLE INTL CORP NEW | 180,000 | 14,857,000 | 1.73% | ||
| 14 | VIPSHOP HLDGS LTD | 540,000 | 15,898,000 | 1.85% | ||
| 15 | LULULEMON ATHLETICA INC | 300,000 | 19,206,000 | 2.23% | ||
| 16 | KATE SPADE & CO | 600,000 | 20,034,000 | 2.33% | ||
| 17 | DISNEY WALT CO | 240,000 | 25,174,000 | 2.93% | ||
| 18 | Intuit Inc | 102,000 | 25,486,000 | 2.96% | ||
| 19 | ADECOAGRO S A | 2,538,191 | 25,940,000 | 3.01% | ||
| 20 | TIME WARNER INC | 180,000 | 26,978,000 | 3.14% | ||
| 21 | COMCAST CORP NEW | 480,000 | 27,106,000 | 3.15% | ||
| 22 | JD COM INC | 960,000 | 28,205,000 | 3.28% | ||
| 23 | R H | 300,000 | 29,757,000 | 3.46% | ||
| 24 | Baidu Inc | 144,000 | 30,007,000 | 3.49% | ||
| 25 | EQUINIX INC | 132,000 | 30,736,000 | 3.57% | ||
| 26 | DUNKIN BRANDS GROUP INC COM | 720,000 | 34,243,000 | 3.98% | ||
| 27 | EXAMWORKS GROUP INC COM | 840,000 | 34,961,000 | 4.06% | ||
| 28 | NIKE INC | 360,000 | 36,119,000 | 4.20% | ||
| 29 | WHOLE FOODS MKT INC | 720,000 | 37,498,000 | 4.36% | ||
| 30 | MASTERCARD INCORPORATED | 540,000 | 46,651,000 | 5.42% | ||
| 31 | GOOGLE INC | 96,000 | 52,608,000 | 6.11% | ||
| 32 | FLEETCOR TECHNOLOGIES INC | 360,000 | 54,331,000 | 6.31% | ||
| 33 | ALEXANDERS INC | 119,696 | 54,651,000 | 6.35% | ||
| 34 | NETFLIX INC | 156,000 | 65,004,000 | 7.55% | ||
| 35 | FACEBOOK INC | 840,000 | 69,061,000 | 8.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001441843-15-000004, filed 2015.05.15).
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.
