| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 1,047,370 | 119,505,000 | 11.73% | ||
| 2 | NETFLIX INC | 876,100 | 89,564,000 | 8.79% | ||
| 3 | EQUINIX | 240,000 | 79,370,000 | 7.79% | ||
| 4 | ALPHABET INC | 96,000 | 71,515,000 | 7.02% | ||
| 5 | ALPHABET INC | 88,795 | 67,742,000 | 6.65% | ||
| 6 | ALEXANDERS INC | 174,973 | 66,586,000 | 6.54% | ||
| 7 | ADECOAGRO S A | 4,558,652 | 52,652,000 | 5.17% | ||
| 8 | MASTERCARD INCORPORATED | 480,000 | 45,360,000 | 4.45% | ||
| 9 | STARBUCKS CORP | 660,000 | 39,402,000 | 3.87% | ||
| 10 | CHIPOTLE MEXICAN GRILL INC | 81,000 | 38,149,000 | 3.75% | ||
| 11 | NIKE INC | 600,000 | 36,882,000 | 3.62% | ||
| 12 | SALESFORCE COM INC | 479,900 | 35,431,000 | 3.48% | ||
| 13 | COMCAST CORP NEW | 480,000 | 29,318,000 | 2.88% | ||
| 14 | BANCO MACRO SA | 443,700 | 28,605,000 | 2.81% | ||
| 15 | JD COM INC ADR | 1,070,000 | 28,355,000 | 2.78% | ||
| 16 | GRUPO FINANCIERO GALICIA S A | 981,295 | 27,771,000 | 2.73% | ||
| 17 | RESTORATION HARDWARE HLDGS I | 573,052 | 24,011,000 | 2.36% | ||
| 18 | AMAZON COM INC | 36,000 | 21,371,000 | 2.10% | ||
| 19 | TELECOM ARGENTINA | 1,117,352 | 19,989,000 | 1.96% | ||
| 20 | BBVA BANCO FRANCES S A | 937,123 | 18,714,000 | 1.84% | ||
| 21 | CROWN CASTLE | 180,000 | 15,570,000 | 1.53% | ||
| 22 | ELLIE MAE INCORPORATED | 156,998 | 14,230,000 | 1.40% | ||
| 23 | Wayfair Inc | 250,000 | 10,805,000 | 1.06% | ||
| 24 | PAMPA S SPONS LVL | 407,744 | 8,742,000 | 0.86% | ||
| 25 | SQUARE INC | 500,000 | 7,640,000 | 0.75% | ||
| 26 | SABRE CORP | 240,000 | 6,941,000 | 0.68% | ||
| 27 | INTERXION HOLDING N.V | 120,000 | 4,150,000 | 0.41% | ||
| 28 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 158,000 | 2,825,000 | 0.28% | ||
| 29 | NORTEL INVERSOVA SA SPONS ADR REP PFD SER B | 135,167 | 2,555,000 | 0.25% | ||
| 30 | SHAKE SHACK INC CL A | 60,000 | 2,239,000 | 0.22% | ||
| 31 | Pandora Media Inc | 100,000 | 895,000 | 0.09% | ||
| 32 | WAYFAIR INC | 520 | 807,000 | 0.08% | ||
| 33 | OCI PARTNERS LP | 87,020 | 658,000 | 0.06% | ||
| 34 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 11,371 | 170,000 | 0.02% | ||
| 35 | PETROBRAS ARGENTINA S A | 21,374 | 140,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001441843-16-000012, filed 2016.05.16).
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.
