| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAIDU INC | 140,000 | 24,153,000 | 1.77% | ||
| 2 | WALGREENS BOOTS ALLIANCE INC | 722,000 | 59,962,000 | 4.38% | ||
| 3 | TJX COS INC NEW | 777,000 | 61,445,000 | 4.49% | ||
| 4 | RESTAURANT BRANDS INTL INC | 1,584,000 | 88,292,000 | 6.45% | ||
| 5 | CDK GLOBAL INC | 1,550,000 | 100,766,000 | 7.37% | ||
| 6 | FACEBOOK INC | 710,500 | 100,927,000 | 7.38% | ||
| 7 | PAYPAL HLDGS INC | 2,362,500 | 101,635,000 | 7.43% | ||
| 8 | ALPHABET INC | 124,500 | 105,551,000 | 7.72% | ||
| 9 | CHARTER COMMUNICATIONS INC N | 363,000 | 118,817,000 | 8.69% | ||
| 10 | TRANSDIGM GROUP INC | 560,000 | 123,290,000 | 9.01% | ||
| 11 | VISA INC | 1,428,000 | 126,906,000 | 9.28% | ||
| 12 | SPDR GOLD TR | 3,000,000 | 356,160,000 | 26.04% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-17-004136, filed 2017.05.15).
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.
