| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 720,000 | 92,354,000 | 9.31% | ||
| 2 | NETFLIX INC | 780,000 | 76,869,000 | 7.75% | ||
| 3 | ALEXANDERS INC | 182,991 | 76,783,000 | 7.74% | ||
| 4 | AMAZON COM INC | 90,000 | 75,358,000 | 7.60% | ||
| 5 | EQUINIX | 180,000 | 64,845,000 | 6.54% | ||
| 6 | ADECOAGRO S A | 5,587,458 | 63,753,000 | 6.43% | ||
| 7 | MASTERCARD INCORPORATED | 540,000 | 54,956,000 | 5.54% | ||
| 8 | NIKE INC | 900,000 | 47,385,000 | 4.78% | ||
| 9 | ELECTRONIC ARTS INC | 480,000 | 40,992,000 | 4.13% | ||
| 10 | CROWN CASTLE | 420,000 | 39,568,000 | 3.99% | ||
| 11 | BANCO MACRO SA | 460,200 | 36,011,000 | 3.63% | ||
| 12 | COMCAST CORP NEW | 480,000 | 31,843,000 | 3.21% | ||
| 13 | ALIBABA GROUP HLDG LTD | 300,000 | 31,737,000 | 3.20% | ||
| 14 | ELLIE MAE INCORPORATED | 300,000 | 31,590,000 | 3.19% | ||
| 15 | RESTORATION HARDWARE HLDGS I | 890,000 | 30,776,000 | 3.10% | ||
| 16 | SALESFORCE COM INC | 420,000 | 29,959,000 | 3.02% | ||
| 17 | GRUPO FINANCIERO GALICIA S A | 957,317 | 29,782,000 | 3.00% | ||
| 18 | ALPHABET INC | 36,158 | 29,073,000 | 2.93% | ||
| 19 | ALPHABET INC | 36,000 | 27,982,000 | 2.82% | ||
| 20 | LogMeIn Inc | 270,000 | 24,405,000 | 2.46% | ||
| 21 | TELECOM ARGENTINA | 1,033,352 | 18,910,000 | 1.91% | ||
| 22 | BBVA BANCO FRANCES S A | 893,123 | 17,764,000 | 1.79% | ||
| 23 | Wayfair Inc | 250,000 | 9,843,000 | 0.99% | ||
| 24 | INTERXION HOLDING N.V | 144,324 | 5,227,000 | 0.53% | ||
| 25 | NORTEL INVERSOVA SA SPONS ADR REP PFD SER B | 135,167 | 3,298,000 | 0.33% | ||
| 26 | OCI PARTNERS LP | 87,020 | 514,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001441843-16-000016, filed 2016.11.14).
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.
