| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PENNEY J C | 484,899 | 5,363,000 | 0.60% | ||
| 2 | MAKEMYTRIP LIMITED MAURITIUS | 1,027,835 | 18,594,000 | 2.08% | ||
| 3 | GRUPO TELEVISA SA | 794,821 | 21,826,000 | 2.45% | ||
| 4 | LIBERTY BROADBAND-C | 385,586 | 22,345,000 | 2.50% | ||
| 5 | SBA COMMUNICATIONS CORP | 284,589 | 28,507,000 | 3.20% | ||
| 6 | INTERACTIVE BROKERS GROUP IN | 840,509 | 33,049,000 | 3.70% | ||
| 7 | T MOBILE US INC | 899,265 | 34,442,000 | 3.86% | ||
| 8 | PAYPAL HLDGS INC | 952,801 | 36,778,000 | 4.12% | ||
| 9 | PRICELINE GRP INC | 29,831 | 38,451,000 | 4.31% | ||
| 10 | FLEETCOR TECHNOLOGIES INC | 279,761 | 41,614,000 | 4.67% | ||
| 11 | EXPEDIA INC DEL | 442,761 | 47,738,000 | 5.35% | ||
| 12 | COMCAST CORP NEW | 927,144 | 56,630,000 | 6.35% | ||
| 13 | MICROSOFT CORP | 1,198,250 | 66,179,000 | 7.42% | ||
| 14 | ALPHABET INC | 98,651 | 73,490,000 | 8.24% | ||
| 15 | TWENTY FIRST CENTY FOX INC | 2,705,628 | 76,299,000 | 8.55% | ||
| 16 | AMAZON COM INC | 145,762 | 86,530,000 | 9.70% | ||
| 17 | Former Charter Communication (Del 5/18/2016) | 467,117 | 94,558,000 | 10.60% | ||
| 18 | LIBERTY GLOBAL PLC | 2,918,829 | 109,631,000 | 12.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003424, filed 2016.05.16).
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.
