| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CROWN CASTLE | 469,530 | 44,234,000 | 13.78% | ||
| 2 | T-MOBILE | 821,220 | 38,367,000 | 11.95% | ||
| 3 | ALPHABET INC | 45,933 | 36,933,000 | 11.50% | ||
| 4 | MICROSOFT CORP | 640,070 | 36,868,000 | 11.48% | ||
| 5 | ZAYO GROUP HOLDINGS | 1,023,551 | 30,410,000 | 9.47% | ||
| 6 | TWENTY FIRST CENTY FOX INC | 1,059,842 | 25,669,000 | 7.99% | ||
| 7 | CHARTER COMM | 91,086 | 24,590,000 | 7.66% | ||
| 8 | GRUPO TELEVISA ADR | 692,353 | 17,787,000 | 5.54% | ||
| 9 | STAMPS COM INC COM NEW | 161,420 | 15,256,000 | 4.75% | ||
| 10 | BROADCOM LTD | 86,964 | 15,003,000 | 4.67% | ||
| 11 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 393,868 | 14,498,000 | 4.52% | ||
| 12 | EXPEDIA INC DEL | 93,126 | 10,870,000 | 3.39% | ||
| 13 | ENTRAVISION COMMUNICATIONS C | 1,179,936 | 9,003,000 | 2.80% | ||
| 14 | ECHOSTAR CORP CL A | 36,206 | 1,587,000 | 0.49% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004302, 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.
