| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC COM | 352,212 | 87,687,000 | 49.41% | ||
| 2 | AMERICAN TOWER CORP NEW | 365,088 | 38,582,000 | 21.74% | ||
| 3 | CHARTER COMM | 89,665 | 25,816,000 | 14.55% | ||
| 4 | MINDBODY Inc | 676,215 | 14,403,000 | 8.12% | ||
| 5 | DOLLAR GEN CORP NEW | 123,001 | 9,111,000 | 5.13% | ||
| 6 | COMMERCEHUB INC COM SER C | 124,181 | 1,866,000 | 1.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000905718-17-000241, 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.
