Newbrook Capital Advisors LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$917.1M
Holdings
16
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 52,601 | $102.6M | 11.18% | |
| 2 | FICOFAIR ISAAC CORP | 286,660 | $88.2M | 9.62% | |
| 3 | SNPSSYNOPSYS INC | 604,572 | $77.9M | 8.49% | |
| 4 | FISFIDELITY NATL INFORMATION SV | 624,015 | $75.9M | 8.28% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 366,235 | $71.2M | 7.77% | |
| 6 | ADBEADOBE INC | 219,264 | $69.8M | 7.61% | |
| 7 | JDJD COM INC | 1,635,652 | $66.2M | 7.22% | |
| 8 | CSGPCOSTAR GROUP INC | 105,525 | $62.0M | 6.76% | |
| 9 | GDDYGODADDY INC | 1,049,809 | $60.0M | 6.54% | |
| 10 | ZNGAEURZYNGA INC | 7,574,677 | $51.9M | 5.66% | |
| 11 | IWMISHARES TR | 408,785 | $46.8M | 5.10% | |
| 12 | GPNGLOBAL PMTS INC | 256,972 | $37.1M | 4.04% | |
| 13 | AVLRUSDAVALARA INC | 458,926 | $34.2M | 3.73% | |
| 14 | PLNTPLANET FITNESS INC | 597,079 | $29.1M | 3.17% | |
| 15 | BIDUNBAIDU INC | 252,187 | $25.4M | 2.77% | |
| 16 | AAPLAPPLE INC | 74,626 | $19.0M | 2.07% |