Newbrook Capital Advisors LP Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$928.9M
Holdings
14
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST MOBILE US INC | 1,644,243 | $104.6M | 11.26% | |
| 2 | MSFTMICROSOFT CORP | 978,308 | $99.4M | 10.70% | |
| 3 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 897,279 | $92.4M | 9.94% | |
| 4 | STZCONSTELLATION BRANDS INC | 536,185 | $86.2M | 9.28% | |
| 5 | IACIEURIAC INTERACTIVECORP | 468,872 | $85.8M | 9.24% | |
| 6 | QSRRESTAURANT BRANDS INTL INC | 1,548,500 | $80.9M | 8.71% | |
| 7 | ADBEADOBE INC | 319,661 | $72.3M | 7.79% | |
| 8 | AMZNAMAZON COM INC | 43,004 | $64.6M | 6.95% | |
| 9 | PYPLPAYPAL HLDGS INC | 618,317 | $52.0M | 5.60% | |
| 10 | PLNTPLANET FITNESS INC | 887,521 | $47.6M | 5.12% | |
| 11 | NFLXNETFLIX INC | 172,129 | $46.1M | 4.96% | |
| 12 | PAGSPAGSEGURO DIGITAL LTD | 2,429,626 | $45.5M | 4.90% | |
| 13 | LWLAMB WESTON HLDGS INC | 577,244 | $42.5M | 4.57% | |
| 14 | IWMISHARES TR | 68,133 | $9.1M | 0.98% |