| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EQUINIX | 240,000 | 93,055,000 | 9.71% | ||
| 2 | NETFLIX INC | 900,000 | 82,332,000 | 8.59% | ||
| 3 | FACEBOOK INC | 720,000 | 82,282,000 | 8.58% | ||
| 4 | ALEXANDERS INC | 182,991 | 74,885,000 | 7.81% | ||
| 5 | AMAZON COM INC | 90,000 | 64,406,000 | 6.72% | ||
| 6 | ADECOAGRO S A | 5,188,446 | 56,917,000 | 5.94% | ||
| 7 | NIKE INC | 900,000 | 49,680,000 | 5.18% | ||
| 8 | CHIPOTLE MEXICAN GRILL INC | 108,000 | 43,498,000 | 4.54% | ||
| 9 | CROWN CASTLE | 420,000 | 42,601,000 | 4.44% | ||
| 10 | MASTERCARD INCORPORATED | 480,000 | 42,269,000 | 4.41% | ||
| 11 | BANCO MACRO SA | 469,250 | 34,828,000 | 3.63% | ||
| 12 | COMCAST CORP NEW | 480,000 | 31,291,000 | 3.26% | ||
| 13 | GRUPO FINANCIERO GALICIA S A | 963,917 | 29,438,000 | 3.07% | ||
| 14 | ELLIE MAE INCORPORATED | 300,000 | 27,495,000 | 2.87% | ||
| 15 | ALPHABET INC | 36,000 | 25,327,000 | 2.64% | ||
| 16 | ALPHABET INC | 36,000 | 24,916,000 | 2.60% | ||
| 17 | TELECOM ARGENTINA | 1,114,152 | 20,422,000 | 2.13% | ||
| 18 | BBVA BANCO FRANCES S A | 932,626 | 19,240,000 | 2.01% | ||
| 19 | JD COM INC ADR | 840,000 | 17,833,000 | 1.86% | ||
| 20 | SHAKE SHACK INC CL A | 420,000 | 15,301,000 | 1.60% | ||
| 21 | PAMPA S SPONS LVL | 551,744 | 15,085,000 | 1.57% | ||
| 22 | SALESFORCE COM INC | 180,000 | 14,294,000 | 1.49% | ||
| 23 | RESTORATION HARDWARE HLDGS I | 458,000 | 13,135,000 | 1.37% | ||
| 24 | PAYPAL HLDGS INC | 300,000 | 10,953,000 | 1.14% | ||
| 25 | Wayfair Inc | 250,000 | 9,750,000 | 1.02% | ||
| 26 | SABRE CORP | 240,000 | 6,430,000 | 0.67% | ||
| 27 | INTERXION HOLDING N.V | 144,324 | 5,323,000 | 0.56% | ||
| 28 | NORTEL INVERSOVA SA SPONS ADR REP PFD SER B | 135,167 | 3,828,000 | 0.40% | ||
| 29 | WAYFAIR INC | 520 | 796,000 | 0.08% | ||
| 30 | OCI PARTNERS LP | 87,020 | 657,000 | 0.07% | ||
| 31 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 11,371 | 191,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001441843-16-000014, filed 2016.08.15).
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.
