| Ticker | Name | Value | Shares | ↓ Weighting | ||||
|---|---|---|---|---|---|---|---|---|
| CHTR | CHARTER COMMUNICATIONS...cl a | Add | $65,385 | 7.7% | 98,836 | 1.6% | 15.70% | -4.6% |
| PYPL | PAYPAL HLDGS INC | Add | $52,498 | 20.8% | 224,157 | 1.6% | 12.60% | 7.0% |
| V | VISA INC | Add | $44,126 | 11.1% | 201,738 | 1.6% | 10.59% | -1.5% |
| TDG | TRANSDIGM GROUP INC | Add | $39,726 | 32.3% | 64,194 | 1.6% | 9.54% | 17.2% |
| MSFT | MICROSOFT CORP | Add | $34,899 | 7.4% | 156,908 | 1.6% | 8.38% | -4.8% |
| GDDY | GODADDY INCcl a | Add | $33,384 | 10.9% | 402,459 | 1.6% | 8.01% | -1.7% |
| BKI | BLACK KNIGHT INC | Add | $30,427 | 3.1% | 344,387 | 1.6% | 7.30% | -8.6% |
| GOOGL | ALPHABET INCcap stk cl a | Add | $26,791 | 21.5% | 15,286 | 1.6% | 6.43% | 7.7% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | Add | $25,136 | -19.6% | 108,004 | 1.6% | 6.03% | -28.7% |
| NOW | SERVICENOW INC | Add | $17,386 | 15.3% | 31,587 | 1.6% | 4.17% | 2.2% |
| MTN | VAIL RESORTS INC | Add | $17,053 | 32.4% | 61,131 | 1.6% | 4.09% | 17.3% |
| ADSK | AUTODESK INC | Add | $16,177 | 33.9% | 52,980 | 1.3% | 3.88% | 18.6% |
| FIVE | FIVE BELOW INC | Add | $13,549 | 40.0% | 77,433 | 1.6% | 3.25% | 24.0% |
Download | ||||||||
- Portfolio (Q4 2020)
- Total value$417 Million
- Holdings13
- Turnover0.0%
- Managers
- Filings
- EDGAR
February 16, 2021