| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COMCAST CORP NEW | 650,000 | 24,434,000 | 5.49% | ||
| 2 | BURLINGTON STORES INC | 325,000 | 31,619,000 | 7.10% | ||
| 3 | AMAZON COM INC | 40,000 | 35,462,000 | 7.97% | ||
| 4 | STARBUCKS CORP | 700,000 | 40,873,000 | 9.18% | ||
| 5 | HOME DEPOT INC | 300,000 | 44,049,000 | 9.90% | ||
| 6 | ALPHABET INC | 55,000 | 46,629,000 | 10.48% | ||
| 7 | VAIL RESORTS INC | 255,000 | 48,935,000 | 10.99% | ||
| 8 | FACEBOOK INC | 375,000 | 53,269,000 | 11.97% | ||
| 9 | KRAFT HEINZ CO | 650,000 | 59,027,000 | 13.26% | ||
| 10 | DOLLAR TREE INC | 775,000 | 60,807,000 | 13.66% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001141, 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.
