| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | 19,870 | 15,336,000 | 11.09% | ||
| 2 | NEXSTAR MEDIA GROUP INC | 197,246 | 12,486,000 | 9.03% | ||
| 3 | LIBERTY BROADBAND CORP COM SER A | 155,310 | 11,254,000 | 8.14% | ||
| 4 | INTERXION HOLDING N.V | 258,772 | 9,075,000 | 6.56% | ||
| 5 | FACEBOOK INC | 77,868 | 8,959,000 | 6.48% | ||
| 6 | TAKE-TWO INTERACTIVE SOFTWARE COM | 176,200 | 8,685,000 | 6.28% | ||
| 7 | CHEGG INC COM | 1,064,616 | 7,857,000 | 5.68% | ||
| 8 | TIME WARNER INC | 79,185 | 7,644,000 | 5.53% | ||
| 9 | Ultimate Software Group Inc | 39,150 | 7,139,000 | 5.16% | ||
| 10 | INTERPUBLIC GROUP COS INC | 300,595 | 7,037,000 | 5.09% | ||
| 11 | ECHOSTAR CORP CL A | 126,862 | 6,519,000 | 4.71% | ||
| 12 | CHARTER COMM | 20,077 | 5,781,000 | 4.18% | ||
| 13 | T-MOBILE | 99,231 | 5,707,000 | 4.13% | ||
| 14 | VONAGE HLDGS CORP COM | 773,220 | 5,297,000 | 3.83% | ||
| 15 | COMMUNICATIONS SALES&LEAS IN | 190,000 | 4,828,000 | 3.49% | ||
| 16 | AMC ENTMT HLDGS INC | 135,585 | 4,562,000 | 3.30% | ||
| 17 | GRAY TELEVISION INC COM | 347,415 | 3,769,000 | 2.73% | ||
| 18 | CROWN CASTLE | 30,700 | 2,664,000 | 1.93% | ||
| 19 | LIBERTY MEDIA HOLDING CP INTER A | 95,000 | 1,898,000 | 1.37% | ||
| 20 | AUTOMATIC DATA PROCESSING IN | 17,214 | 1,769,000 | 1.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001450008-17-000002, filed 2017.02.13).
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.
