MA
| |
Marble Arch Investments, LP13F | |
| Marble Arch Investments, LP | |
| Last update 2018-08-15 | 17 Stocks (1 new) |
| Value $82.00 Mil | Turnover 5 % |
| Portfolio Report | |
Marble Arch Investments, LP Top Holdings of 2018-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 169,000 | 9542.000 | -89.01% | 11.600 | -5.52% | 0.000 | -7.09% | +17.40% | 2019991.339 | Interactive Media | |
MSFT | Microsoft Corp | 85,100 | 8392.000 | -91.27% | 10.200 | -6.31% | 0.000 | -2.16% | +16.38% | 3235378.615 | Software | |
TDG | TransDigm Group Inc | 24,000 | 8283.000 | -89.85% | 10.070 | -5.07% | 0.040 | +5.84% | +39.12% | 79006.525 | Aerospace & Defense | |
V | Visa Inc | 52,500 | 6954.000 | -93.80% | 8.450 | -7.38% | 0.000 | +3.03% | +9.95% | 554127.897 | Credit Services | |
META | Meta Platforms Inc | 35,600 | 6918.000 | -92.12% | 8.410 | -5.17% | 0.000 | +12.00% | +59.07% | 1420112.637 | Interactive Media | |
CHTR | Charter Communications Inc | 21,800 | 6392.000 | -86.15% | 7.770 | -3.28% | 0.010 | +16.34% | -14.99% | 47161.687 | Telecommunication Services | |
CRM | Salesforce Inc | 40,500 | 5524.000 | -90.27% | 6.710 | -3.39% | 0.000 | +10.46% | +1.63% | 255060.799 | Software | |
SPR | Spirit AeroSystems Holdings Inc | 64,300 | 5524.000 | -93.93% | 6.710 | -6.48% | 0.060 | +4.42% | +4.03% | 3862.469 | Aerospace & Defense | |
NOW | ServiceNow Inc | 31,950 | 5510.000 | -92.18% | 6.700 | -4.84% | 0.020 | +27.58% | +32.61% | 192962.120 | Software | |
FDC | First Data Corp | 214,000 | 4479.000 | New Holding | 5.440 | +5.44% | 0.020 | +25.70% | +87.40% | 29971.530 | Business Services |
Marble Arch Investments, LP's Historical Top Holdings Breakdowns
Marble Arch Investments, LP Total Holding History ($B)
Marble Arch Investments, LP's Asset Allocation
Marble Arch Investments, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Marble Arch Investments, LP's Hypothetical Growth since 2018-06-30
Marble Arch Investments, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Marble Arch Investments, LP's Holdings Heat Map
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Marble Arch Investments, LP's Holdings Bubble Chart
Marble Arch Investments, LP News
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