HARTWELL J M LIMITED PARTNERSHIP 13F Holdings

CIK 0000932141 · NEW YORK, NY

As of Sep 30, 2019, HARTWELL J M LIMITED PARTNERSHIP reported 88 positions worth $560.4K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
EPAM SYSTEMS INCEPAMTechnology355,822$64.9K11.58%
MICROSOFT CORPMSFTTechnology411,922$57.3K10.22%
MILLICOM INTL CELLULAR S ATIGOCommunication Services1,026,368$50.0K8.91%
META PLATFORMS INCMETACommunication Services265,183$47.2K8.43%
BOOKING HOLDINGS INCBKNGIndustrials19,176$37.6K6.72%
AMAZON.COM INCAMZNEquity21,660$37.6K6.71%
ALPHABET INCGOOGEquity28,859$35.2K6.28%
MASTERCARD INCMAFinancial Services127,533$34.6K6.18%
VISA INC-CLASS A SHARESVFinancial Services177,099$30.5K5.44%
HOME DEPOT INCHDConsumer Cyclical126,779$29.4K5.25%
Alibaba Group Holding LimitedBABA—120,775$20.2K3.60%
ALPHABET INCGOOGLEquity15,675 9.1K3.42%
Intelsat S.A.INTEQCommunication Services595,450 3.6K2.42%
Millicom International Cellula——201,650$9.8K1.75%
AMERICAN TOWER CORPAMTReal Estate36,415$8.1K1.44%
EXXON MOBIL CORPXOMEnergy70,826$5.0K0.89%
CVS HEALTH CORPCVSHealthcare76,400$4.8K0.86%
JOHNSON & JOHNSONJNJHealthcare34,164$4.4K0.79%
PALO ALTO NETWORKS INCPANWTechnology18,020$3.7K0.66%
PURE CYCLE CORPPCYOUtilities283,026$2.9K0.52%
AFFILIATED MANAGERS GROUP INCAMGFinancial Services26,357$2.2K0.39%
ADOBE INCADBETechnology7,948$2.2K0.39%
MESABI TRMSBBasic Materials88,200$2.1K0.38%
KIMBERLY CLARK CORPKMBConsumer Defensive13,805$2.0K0.35%
JP Morgan Chase & Co——12,423 .5K0.26%