Newbrook Capital Advisors LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$572.8B
Holdings
14
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST-MOBILE US INC | 527,416 | $73.8B | 12.89% | |
| 2 | JBLJABIL INC | 997,799 | $68.0B | 11.88% | |
| 3 | APOAPOLLO GLOBAL MGMT INC | 1,004,572 | $64.1B | 11.19% | |
| 4 | MSIMOTOROLA SOLUTIONS INC | 210,417 | $54.2B | 9.47% | |
| 5 | ORLYOREILLY AUTOMOTIVE INC | 61,937 | $52.3B | 9.13% | |
| 6 | CEGCONSTELLATION ENERGY CORP | 543,168 | $46.8B | 8.17% | |
| 7 | MAMASTERCARD INCORPORATED | 114,157 | $39.7B | 6.93% | |
| 8 | NTNXNUTANIX INC | 1,421,797 | $37.0B | 6.47% | |
| 9 | ARMKARAMARK | 868,976 | $35.9B | 6.27% | |
| 10 | MRVLMARVELL TECHNOLOGY INC | 920,323 | $34.1B | 5.95% | |
| 11 | SPYSPDR S&P 500 ETF TR | 59,400 | $22.7B | 3.97% | |
| 12 | CPRTCOPART INC | 317,458 | $19.3B | 3.37% | |
| 13 | METAMETA PLATFORMS INC | 159,244 | $19.2B | 3.35% | |
| 14 | IWFISHARES TR | 26,025 | $5.6B | 0.97% |