| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LIBERTY GLOBAL PLC | 3,196,523 | 131,121,000 | 15.35% | ||
| 2 | AMAZON COM INC | 162,505 | 83,185,000 | 9.74% | ||
| 3 | COMCAST CORP NEW | 1,327,150 | 75,966,000 | 8.89% | ||
| 4 | EXPEDIA INC DEL | 520,635 | 61,268,000 | 7.17% | ||
| 5 | MICROSOFT CORP | 1,347,019 | 59,619,000 | 6.98% | ||
| 6 | Former Charter Communication (Del 5/18/2016) | 322,057 | 56,634,000 | 6.63% | ||
| 7 | SBA COMMUNICATIONS CORPORATION | 483,117 | 50,602,000 | 5.92% | ||
| 8 | X21ST CENTURY FOX B | 1,604,562 | 43,435,000 | 5.08% | ||
| 9 | PRICELINE GRP INC | 34,602 | 42,798,000 | 5.01% | ||
| 10 | LIBERTY MEDIA CORP | 1,193,809 | 41,139,000 | 4.81% | ||
| 11 | FACEBOOK INC | 455,019 | 40,906,000 | 4.79% | ||
| 12 | KATE SPADE & CO | 1,351,807 | 25,833,000 | 3.02% | ||
| 13 | INTERACTIVE BROKERS GROUP INC COM CL A | 599,043 | 23,644,000 | 2.77% | ||
| 14 | GRUPO TELEVISA ADR | 879,121 | 22,875,000 | 2.68% | ||
| 15 | MAKEMYTRIP LIMITED MAURITIUS | 1,425,379 | 19,599,000 | 2.29% | ||
| 16 | GRUBHUB INC | 776,068 | 18,889,000 | 2.21% | ||
| 17 | JD COM INC ADR | 622,113 | 16,212,000 | 1.90% | ||
| 18 | PAYPAL HLDGS INC | 508,000 | 15,768,000 | 1.85% | Call | |
| 19 | COUPONS COM INC | 1,395,739 | 12,562,000 | 1.47% | ||
| 20 | EBAY INC | 508,000 | 12,416,000 | 1.45% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-002077, filed 2015.11.16).
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.
