Q3 2019 seasonComplete

89 filed · 9 no filing

Filings89 of 98 filed


DDOGDatadog, Inc. Class A	6 managers	+1.01 pp	Whale Rock+0.47 pp
DTDynatrace, Inc.	5 managers	+0.56 pp	Altimeter+0.34 pp
PTONPeloton Interactive, Inc. Class A	5 managers	+2.71 pp	Soros+1.39 pp
CRMSalesforce, Inc.	5 managers	+6.93 pp	D1+2.38 pp
NOWServicenow, Inc.	5 managers	+10.73 pp	Jericho+7.59 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	20+28.42 pp	18-18.91 pp	+9.51 pp
METAMeta Platforms, Inc. Class A	13+8.19 pp	17-17.81 pp	-9.62 pp
MSFTMicrosoft Corp	7+0.93 pp	22-13.37 pp	-12.44 pp
AMZNAmazon.Com Inc	12+18.31 pp	8-11.01 pp	+7.30 pp
WFCWells Fargo & Co.	7+1.88 pp	12-4.70 pp	-2.82 pp
VVISA Inc.	5+3.23 pp	14-4.25 pp	-1.02 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	10+17.17 pp	8-7.52 pp	+9.65 pp
BABAAlibaba Group Holding Limited	11+15.56 pp	6-13.80 pp	+1.76 pp
BKNGBooking Holdings Inc.	4+0.66 pp	10-3.55 pp	-2.89 pp
NFLXNetFlix Inc	9+11.96 pp	4-8.24 pp	+3.72 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	44 managers	4.7%	26.4%
METAMeta Platforms, Inc. Class A	37 managers	3.2%	31.5%
MSFTMicrosoft Corp	37 managers	2.9%	21.7%
VVISA Inc.	33 managers	2.5%	18.5%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	31 managers	4.3%	57.5%
AMZNAmazon.Com Inc	30 managers	3.3%	15.9%
MAMastercard Incorporated	23 managers	2.5%	14.3%
WFCWells Fargo & Co.	23 managers	2.3%	51.6%
AAPLApple Inc.	21 managers	0.2%	48.8%
BABAAlibaba Group Holding Limited	21 managers	3.1%	9.4%


DDOGDatadog, Inc. Class A	6 managers	0.5%
DTDynatrace, Inc.	5 managers	0.3%
PTONPeloton Interactive, Inc. Class A	5 managers	1.4%
APONApollo Asset Management Inc	4 managers	7.5%
NETCloudflare, Inc. Class A, par value $0.001 per share	4 managers	0.1%
MDLAMedallia Inc	4 managers	0.1%
NVSTEnvista Holdings Corporation, $0.01 par value per share	3 managers	0.3%
MTCHMatch Group, Inc	3 managers	2.4%
AFYAAfya Limited Class A	3 managers	0.5%
BYNDBeyond Meat, Inc.	2 managers	0.1%