| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 780,000 | 96,564,000 | 10.04% | ||
| 2 | FACEBOOK INC | 780,000 | 89,739,000 | 9.33% | ||
| 3 | Alexander's Inc | 183,467 | 78,317,000 | 8.15% | ||
| 4 | AMAZON COM INC | 90,000 | 67,488,000 | 7.02% | ||
| 5 | MASTERCARD INCORPORATED | 600,000 | 61,950,000 | 6.44% | ||
| 6 | ADECOAGRO S A | 5,587,458 | 57,998,000 | 6.03% | ||
| 7 | NIKE INC | 1,080,000 | 54,896,000 | 5.71% | ||
| 8 | SALESFORCE COM INC | 660,000 | 45,184,000 | 4.70% | ||
| 9 | ELECTRONIC ARTS INC | 570,000 | 44,893,000 | 4.67% | ||
| 10 | CROWN CASTLE | 432,127 | 37,496,000 | 3.90% | ||
| 11 | BANCO MACRO SA | 566,400 | 36,448,000 | 3.79% | ||
| 12 | GRUPO FINANCIERO GALICIA S A | 1,192,000 | 32,089,000 | 3.34% | ||
| 13 | ALIBABA GROUP HLDG LTD | 360,000 | 31,612,000 | 3.29% | ||
| 14 | ALPHABET INC | 39,000 | 30,906,000 | 3.21% | ||
| 15 | ALPHABET INC | 39,000 | 30,101,000 | 3.13% | ||
| 16 | STARBUCKS CORP | 420,000 | 23,318,000 | 2.43% | ||
| 17 | T-MOBILE | 360,000 | 20,704,000 | 2.15% | ||
| 18 | LogMeIn Inc | 210,000 | 20,276,000 | 2.11% | ||
| 19 | TELECOM ARGENTINA | 1,049,852 | 19,076,000 | 1.98% | ||
| 20 | ZENDESK INC | 840,000 | 17,808,000 | 1.85% | ||
| 21 | Pandora Media Inc | 1,200,000 | 15,648,000 | 1.63% | ||
| 22 | BBVA BANCO FRANCES S A | 893,123 | 15,567,000 | 1.62% | ||
| 23 | MICROSOFT CORP | 240,000 | 14,914,000 | 1.55% | ||
| 24 | INTERXION HOLDING N.V | 204,324 | 7,166,000 | 0.75% | ||
| 25 | RESTORATION HARDWARE HLDGS I | 120,000 | 3,684,000 | 0.38% | ||
| 26 | NORTEL INVERSOVA SA SPONS ADR REP PFD SER B | 135,167 | 3,522,000 | 0.37% | ||
| 27 | AMERICAN TOWER CORP NEW | 15,272 | 1,614,000 | 0.17% | ||
| 28 | EQUINIX | 2,555 | 913,000 | 0.09% | ||
| 29 | WEYERHAEUSER CO | 26,924 | 810,000 | 0.08% | ||
| 30 | OCI PARTNERS LP | 87,020 | 727,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001441843-17-000003, filed 2017.02.14).
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.
