Newbrook Capital Advisors LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$1.5B
Holdings
19
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM LTD | 535,404 | $137.5M | 9.28% | |
| 2 | LWLAMB WESTON HLDGS INC | 2,297,935 | $129.7M | 8.75% | |
| 3 | STZCONSTELLATION BRANDS INC | 496,210 | $113.4M | 7.65% | |
| 4 | PLNTPLANET FITNESS INC | 3,266,420 | $113.1M | 7.63% | |
| 5 | OLEDUNIVERSAL DISPLAY CORP | 616,897 | $106.5M | 7.18% | |
| 6 | NBISYANDEX N V | 3,198,965 | $104.8M | 7.07% | |
| 7 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 812,272 | $89.2M | 6.01% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 506,962 | $87.4M | 5.90% | |
| 9 | BERYEURBERRY GLOBAL GROUP INC | 1,361,773 | $79.9M | 5.39% | |
| 10 | SPBSPECTRUM BRANDS HLDGS INC | 682,642 | $76.7M | 5.17% | |
| 11 | QSRRESTAURANT BRANDS INTL INC | 1,052,800 | $64.7M | 4.36% | |
| 12 | ADBEADOBE SYS INC | 369,000 | $64.7M | 4.36% | |
| 13 | PTCPTC INC | 1,051,912 | $63.9M | 4.31% | |
| 14 | EAELECTRONIC ARTS INC | 493,574 | $51.9M | 3.50% | |
| 15 | FMCF M C CORP | 529,510 | $50.1M | 3.38% | |
| 16 | AMZNAMAZON COM INC | 35,773 | $41.8M | 2.82% | |
| 17 | MHKMOHAWK INDS INC | 139,643 | $38.5M | 2.60% | |
| 18 | —STAMPS COM INC | 186,453 | $35.1M | 2.36% | |
| 19 | METAFACEBOOK INC | 192,163 | $33.9M | 2.29% |