$1.29 Billion is the total value of Marble Arch Investments's 22 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BKNG | New | BOOKING HLDGS INC | $49,253,000 | – | 23,675 | +100.0% | 3.83% | – |
PAGS | New | PAGSEGURO DIGITAL LTD | $31,231,000 | – | 815,000 | +100.0% | 2.43% | – |
BKI | New | BLACK KNIGHT INC | $28,340,000 | – | 601,700 | +100.0% | 2.20% | – |
DBX | New | DROPBOX INCcl a | $781,000 | – | 25,000 | +100.0% | 0.06% | – |
WATT | New | ENERGOUS CORP | $754,000 | – | 47,037 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TRANSDIGM GROUP INC | 21 | Q2 2018 | 10.1% |
FLEETCOR TECHNOLOGIES INC | 16 | Q1 2017 | 11.9% |
SPIRIT AEROSYSTEMS HLDGS INC | 14 | Q2 2018 | 10.8% |
CHARTER COMMUNICATIONS INC D | 12 | Q1 2016 | 9.8% |
VALEANT PHARMACEUTICALS INTL | 11 | Q4 2015 | 20.5% |
SERVICEMASTER GLOBAL HLDGS I | 11 | Q2 2018 | 10.2% |
CDK GLOBAL INC | 11 | Q3 2017 | 6.4% |
ARMSTRONG WORLD INDS INC NEW | 11 | Q2 2018 | 6.0% |
WILLIS TOWERS WATSON PUB LTD | 10 | Q2 2018 | 16.2% |
PAYPAL HLDGS INC | 10 | Q1 2018 | 8.1% |
View Marble Arch Investments's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2018-08-14 |
13F-HR | 2018-05-15 |
13F-HR | 2018-02-14 |
13F-HR | 2017-11-14 |
13F-HR | 2017-08-14 |
13F-HR | 2017-05-15 |
13F-HR | 2017-02-14 |
13F-HR | 2016-11-14 |
13F-HR | 2016-08-15 |
13F-HR | 2016-05-16 |
View Marble Arch Investments's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.