| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | T-MOBILE | 894,798 | 38,718,000 | 13.35% | ||
| 2 | MICROSOFT CORP | 631,280 | 32,303,000 | 11.14% | ||
| 3 | CROWN CASTLE | 312,772 | 31,724,000 | 10.94% | ||
| 4 | ALPHABET INC | 41,065 | 28,890,000 | 9.96% | ||
| 5 | ZAYO GROUP HOLDINGS | 913,186 | 25,505,000 | 8.79% | ||
| 6 | SINCLAIR BROADCAST GROUP INC | 711,036 | 21,232,000 | 7.32% | ||
| 7 | GRUPO TELEVISA ADR | 792,628 | 20,640,000 | 7.12% | ||
| 8 | CHARTER COMM | 87,326 | 19,966,000 | 6.88% | ||
| 9 | EXPEDIA INC DEL | 145,078 | 15,422,000 | 5.32% | ||
| 10 | BROADCOM LTD | 96,346 | 14,972,000 | 5.16% | ||
| 11 | BAIDU INC | 90,564 | 14,957,000 | 5.16% | ||
| 12 | ALIBABA GROUP HLDG LTD | 129,500 | 10,299,000 | 3.55% | ||
| 13 | ENTRAVISION COMMUNICATIONS C | 1,179,936 | 7,929,000 | 2.73% | ||
| 14 | ZEBRA TECHNOLOGIES CORPORATION CL A | 148,778 | 7,454,000 | 2.57% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003845, filed 2016.08.15).
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.
