Newbrook Capital Advisors LP Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$1.4B
Holdings
20
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM LTD | 567,872 | $137.7M | 9.96% | |
| 2 | NBISYANDEX N V | 4,024,105 | $132.6M | 9.59% | |
| 3 | PTCPTC INC | 2,062,101 | $116.1M | 8.39% | |
| 4 | STZCONSTELLATION BRANDS INC | 568,766 | $113.4M | 8.20% | |
| 5 | PLNTPLANET FITNESS INC | 3,331,045 | $89.9M | 6.50% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 475,487 | $82.1M | 5.94% | |
| 7 | OLEDUNIVERSAL DISPLAY CORP | 615,912 | $79.4M | 5.74% | |
| 8 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 765,802 | $78.3M | 5.66% | |
| 9 | BERYEURBERRY GLOBAL GROUP INC | 1,359,685 | $77.0M | 5.57% | |
| 10 | EAELECTRONIC ARTS INC | 627,344 | $74.1M | 5.36% | |
| 11 | QSRRESTAURANT BRANDS INTL INC | 1,048,877 | $67.0M | 4.85% | |
| 12 | FMCF M C CORP | 681,048 | $60.8M | 4.40% | |
| 13 | METAFACEBOOK INC | 264,636 | $45.2M | 3.27% | |
| 14 | MHKMOHAWK INDS INC | 177,876 | $44.0M | 3.18% | |
| 15 | ADBEADOBE SYS INC | 269,383 | $40.2M | 2.91% | |
| 16 | —STAMPS COM INC | 188,733 | $38.2M | 2.77% | |
| 17 | CHTRCHARTER COMMUNICATIONS INC N | 100,987 | $36.7M | 2.65% | |
| 18 | NTESNETEASE INC | 102,313 | $27.0M | 1.95% | |
| 19 | VIAVVIAVI SOLUTIONS INC | 2,682,313 | $25.4M | 1.83% | |
| 20 | TMUST MOBILE US INC | 287,909 | $17.8M | 1.28% |