Newbrook Capital Advisors LP Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$1.1B
Holdings
21
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BERYEURBERRY PLASTICS GROUP INC | 2,654,099 | $128.9M | 11.59% | |
| 2 | STZCONSTELLATION BRANDS INC | 741,089 | $120.1M | 10.80% | |
| 3 | AVGOBROADCOM LTD | 542,561 | $118.8M | 10.68% | |
| 4 | FLT1EURFLEETCOR TECHNOLOGIES INC | 521,822 | $79.0M | 7.10% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 703,480 | $75.9M | 6.82% | |
| 6 | MIC2EURMACQUARIE INFRASTRUCTURE COR | 761,937 | $61.4M | 5.52% | |
| 7 | —ADVANCEPIERRE FOODS HLDGS IN | 1,728,174 | $53.9M | 4.84% | |
| 8 | DYDYCOM INDS INC | 574,703 | $53.4M | 4.80% | |
| 9 | PLNTPLANET FITNESS INC | 2,750,859 | $53.0M | 4.76% | |
| 10 | QSRRESTAURANT BRANDS INTL INC | 910,066 | $50.7M | 4.56% | |
| 11 | PLAYDAVE & BUSTERS ENTMT INC | 779,783 | $47.6M | 4.28% | |
| 12 | HDSUSDHD SUPPLY HLDGS INC | 945,435 | $38.9M | 3.49% | |
| 13 | GOOGALPHABET INC | 45,878 | $38.1M | 3.42% | |
| 14 | ADBEADOBE SYS INC | 252,934 | $32.9M | 2.96% | |
| 15 | OLEDUNIVERSAL DISPLAY CORP | 373,491 | $32.2M | 2.89% | |
| 16 | —GRUBHUB INC | 912,253 | $30.0M | 2.70% | |
| 17 | CHTRCHARTER COMMUNICATIONS INC N | 89,803 | $29.4M | 2.64% | |
| 18 | TMUST MOBILE US INC | 373,853 | $24.1M | 2.17% | |
| 19 | ATVIEURACTIVISION BLIZZARD INC | 365,741 | $18.2M | 1.64% | |
| 20 | EAELECTRONIC ARTS INC | 192,653 | $17.2M | 1.55% | |
| 21 | MHKMOHAWK INDS INC | 38,243 | $8.8M | 0.79% |