See intro to Leading Hedge Funds' Best Ideas.

New positions in Apollo (AINV) and Cree (CREE).

Top sectors in the portfolio include:

Services 33%
Technology 28%
Financial 14%

Top 10 holdings are:

CSX (CSX)
American Tower (AMT)
America Movil S.A.B. de C.V. (AMX)
MasterCard (MA)
Google (GOOG)
MercadoLibre Inc. (MELI)
Baidu.com (BIDU)
TransDigm Group Inc. (TDG)
SBA Communications Corp. (SBAC)
Priceline.com (PCLN)

Mebane Faber

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This article has 1 comment:

  •  
    May 20 01:59 PM
    It would help to know what is the date of this holding? Otherwise it has no meaning.
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