| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YAHOO INC | 1,352,280 | 52,293,000 | 16.26% | ||
| 2 | CROWN CASTLE | 510,529 | 44,299,000 | 13.77% | ||
| 3 | ALPHABET INC | 52,042 | 41,241,000 | 12.82% | ||
| 4 | COMCAST CORP NEW | 446,514 | 30,832,000 | 9.59% | ||
| 5 | T-MOBILE | 466,628 | 26,836,000 | 8.34% | ||
| 6 | ZAYO GROUP HOLDINGS | 807,966 | 26,550,000 | 8.26% | ||
| 7 | BROADCOM LTD | 146,622 | 25,918,000 | 8.06% | ||
| 8 | TEXAS INSTRS INC | 202,102 | 14,747,000 | 4.59% | ||
| 9 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 266,049 | 11,001,000 | 3.42% | ||
| 10 | FACEBOOK INC | 93,225 | 10,726,000 | 3.34% | ||
| 11 | BAIDU INC | 62,498 | 10,275,000 | 3.19% | ||
| 12 | MSG NETWORK INC | 473,587 | 10,182,000 | 3.17% | ||
| 13 | ECHOSTAR CORP CL A | 192,933 | 9,915,000 | 3.08% | ||
| 14 | ENTRAVISION COMMUNICATIONS C | 970,438 | 6,793,000 | 2.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000569, filed 2017.02.14).
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.
