Newbrook Capital Advisors LP Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$1.3B
Holdings
24
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NBISYANDEX N V | 3,038,721 | $109.1M | 8.35% | |
| 2 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 756,623 | $89.6M | 6.85% | |
| 3 | QSRRESTAURANT BRANDS INTL INC | 1,472,615 | $88.8M | 6.80% | |
| 4 | IACIEURIAC INTERACTIVECORP | 574,927 | $87.7M | 6.71% | |
| 5 | LWLAMB WESTON HLDGS INC | 1,142,168 | $78.3M | 5.99% | |
| 6 | MSFTMICROSOFT CORP | 711,145 | $70.1M | 5.36% | |
| 7 | STZCONSTELLATION BRANDS INC | 318,244 | $69.7M | 5.33% | |
| 8 | JDJD COM INC | 1,614,332 | $62.9M | 4.81% | |
| 9 | ADBEADOBE SYS INC | 248,116 | $60.5M | 4.63% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 319,832 | $59.3M | 4.54% | |
| 11 | AMZNAMAZON COM INC | 34,791 | $59.1M | 4.52% | |
| 12 | METAFACEBOOK INC | 259,389 | $50.4M | 3.86% | |
| 13 | PLNTPLANET FITNESS INC | 1,130,652 | $49.7M | 3.80% | |
| 14 | FMCF M C CORP | 533,372 | $47.6M | 3.64% | |
| 15 | MHKMOHAWK INDS INC | 195,589 | $41.9M | 3.21% | |
| 16 | MLB1MERCADOLIBRE INC | 139,125 | $41.6M | 3.18% | |
| 17 | VMCVULCAN MATLS CO | 318,764 | $41.1M | 3.15% | |
| 18 | PTCPTC INC | 429,215 | $40.3M | 3.08% | |
| 19 | NFLXNETFLIX INC | 86,496 | $33.9M | 2.59% | |
| 20 | PAGSPAGSEGURO DIGITAL LTD | 1,192,606 | $33.1M | 2.53% | |
| 21 | ADSKAUTODESK INC | 219,707 | $28.8M | 2.20% | |
| 22 | SPOTSPOTIFY TECHNOLOGY S A | 130,446 | $21.9M | 1.68% | |
| 23 | EFXEQUIFAX INC | 167,824 | $21.0M | 1.61% | |
| 24 | EAELECTRONIC ARTS INC | 148,325 | $20.9M | 1.60% |