| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 145,762 | 122,048,000 | 11.65% | ||
| 2 | CHARTER COMM | 439,884 | 118,755,000 | 11.34% | ||
| 3 | PRICELINE GRP INC | 78,072 | 114,882,000 | 10.97% | ||
| 4 | LIBERTY GLOBAL PLC | 3,456,510 | 114,203,000 | 10.90% | ||
| 5 | ALPHABET INC | 120,953 | 94,016,000 | 8.97% | ||
| 6 | EXPEDIA INC DEL | 799,742 | 93,346,000 | 8.91% | ||
| 7 | COMCAST CORP NEW | 876,913 | 58,174,000 | 5.55% | ||
| 8 | T-MOBILE | 1,197,649 | 55,954,000 | 5.34% | ||
| 9 | FACEBOOK INC | 401,025 | 51,439,000 | 4.91% | ||
| 10 | SBA COMMUNICATIONS CORPORATION | 400,886 | 44,963,000 | 4.29% | ||
| 11 | FLEETCOR TECH | 234,804 | 40,792,000 | 3.89% | ||
| 12 | X21ST CENTURY FOX B | 1,293,800 | 32,009,000 | 3.06% | ||
| 13 | GRUPO TELEVISA ADR | 1,149,556 | 29,532,000 | 2.82% | ||
| 14 | BLUE NILE INC COM | 464,390 | 15,984,000 | 1.53% | ||
| 15 | IAC INTERACTIVECORP | 250,000 | 15,618,000 | 1.49% | ||
| 16 | MAKEMYTRIP LIMITED MAURITIUS | 573,234 | 13,528,000 | 1.29% | ||
| 17 | 58 COM INC | 242,766 | 11,570,000 | 1.10% | ||
| 18 | J.C. Penney Company, Inc. | 840,000 | 7,745,000 | 0.74% | Put | |
| 19 | ATLASSIAN CORP PLC | 250,447 | 7,506,000 | 0.72% | ||
| 20 | SPRINT CORP | 833,300 | 5,525,000 | 0.53% | Put |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004320, filed 2016.11.14).
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.
