| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LIBERTY GLOBAL PLC | 2,780,949 | 138,519,000 | 16.52% | ||
| 2 | COMCAST CORP NEW | 1,428,635 | 80,096,000 | 9.55% | ||
| 3 | SBA COMMUNICATIONS CORPORATION | 643,199 | 75,319,000 | 8.98% | ||
| 4 | FACEBOOK INC | 604,026 | 49,660,000 | 5.92% | ||
| 5 | EXPEDIA INC DEL | 507,372 | 47,759,000 | 5.69% | ||
| 6 | AMAZON COM INC | 126,505 | 47,073,000 | 5.61% | ||
| 7 | LIBERTY MEDIA CORP | 1,181,504 | 45,133,000 | 5.38% | ||
| 8 | TWENTY FIRST CENTY FOX INC | 1,267,443 | 42,890,000 | 5.11% | ||
| 9 | BAIDU INC | 182,425 | 38,017,000 | 4.53% | ||
| 10 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 1,070,171 | 37,809,000 | 4.51% | ||
| 11 | PRICELINE GRP INC | 32,420 | 37,742,000 | 4.50% | ||
| 12 | MICROSOFT CORP | 866,165 | 35,214,000 | 4.20% | ||
| 13 | GRUPO TELEVISA ADR | 841,626 | 27,782,000 | 3.31% | ||
| 14 | KATE SPADE & CO | 599,670 | 20,023,000 | 2.39% | ||
| 15 | APPLE INC | 152,557 | 18,983,000 | 2.26% | ||
| 16 | COUPONS COM INC | 1,584,652 | 18,604,000 | 2.22% | ||
| 17 | TIME WARNER INC NEW | 120,709 | 18,092,000 | 2.16% | ||
| 18 | GRUBHUB INC | 385,847 | 17,514,000 | 2.09% | ||
| 19 | ENDURANCE INTL GROUP HLDGS I | 810,898 | 15,456,000 | 1.84% | ||
| 20 | JD COM INC ADR | 334,160 | 9,818,000 | 1.17% | ||
| 21 | MAKEMYTRIP LIMITED MAURITIUS | 419,775 | 9,218,000 | 1.10% | ||
| 22 | NeuStar Inc | 325,100 | 8,004,000 | 0.95% | Put |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001200, filed 2015.05.15).
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.
