Marble Arch Investments, LP 13F Holdings
CIK 0001427112 · NEW YORK, NY
As of Jun 30, 2018, Marble Arch Investments, LP reported 17 positions worth $82.3K in its SEC Form 13F filing.
Top 17 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Equity | 8,450 | $9.5K | 11.60% |
| MICROSOFT CORP | MSFT | Technology | 85,100 | $8.4K | 10.20% |
| TRANSDIGM GROUP INC | TDG | Industrials | 24,000 | $8.3K | 10.07% |
| VISA INC-CLASS A SHARES | V | Financial Services | 52,500 | $7.0K | 8.45% |
| META PLATFORMS INC | META | Communication Services | 35,600 | $6.9K | 8.41% |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 21,800 | $6.4K | 7.77% |
| SALESFORCE INC | CRM | Technology | 40,500 | $5.5K | 6.71% |
| SPIRIT AEROSYSTEMS HOLDINGS INC | SPR | Industrials | 64,300 | $5.5K | 6.71% |
| SERVICENOW INC | NOW | Technology | 31,950 | $5.5K | 6.70% |
| FIRST DATA CORP NEW | FDC | Technology | 214,000 | $4.5K | 5.44% |
| APPLIED MATERIALS INC | AMAT | Technology | 85,600 | $4.0K | 4.81% |
| PAGSEGURO DIGITAL LTD | PAGS | Technology | 118,000 | $3.3K | 3.98% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 830 |