MA
| |
Marble Arch Investments, LP13F | |
| Marble Arch Investments, LP | |
| Last update 2018-08-15 | 17 Stocks (1 new) |
| Value $82.00 Mil | Turnover 5 % |
Marble Arch Investments, LP Top Holdings of 2018-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 169,000 | 9,542.0 | -89.01% | 11.600 | -5.52% | 0.000 | +28.13% | +0.07% | 2,298,131.0 | Interactive Media | |
MSFT | Microsoft Corp | 85,100 | 8,392.0 | -91.27% | 10.200 | -6.31% | 0.000 | +42.39% | +21.56% | 3,793,570.4 | Software | |
TDG | TransDigm Group Inc | 24,000 | 8,283.0 | -89.85% | 10.070 | -5.07% | 0.040 | +22.83% | +26.64% | 90,140.0 | Aerospace & Defense | |
V | Visa Inc | 52,500 | 6,954.0 | -93.80% | 8.450 | -7.38% | 0.000 | +10.28% | +11.89% | 688,472.1 | Credit Services | |
META | Meta Platforms Inc | 35,600 | 6,918.0 | -92.12% | 8.410 | -5.17% | 0.000 | +47.35% | +22.08% | 1,794,274.2 | Interactive Media | |
CHTR | Charter Communications Inc | 21,800 | 6,392.0 | -86.15% | 7.770 | -3.28% | 0.010 | +19.28% | +12.21% | 52,548.5 | Telecommunication Services | |
CRM | Salesforce Inc | 40,500 | 5,524.0 | -90.27% | 6.710 | -3.39% | 0.000 | +11.55% | -21.04% | 251,561.9 | Software | |
SPR | Spirit AeroSystems Holdings Inc | 64,300 | 5,524.0 | -93.93% | 6.710 | -6.48% | 0.060 | +23.22% | +20.36% | 4,812.4 | Aerospace & Defense | |
NOW | ServiceNow Inc | 31,950 | 5,510.0 | -92.18% | 6.700 | -4.84% | 0.020 | +27.18% | -9.31% | 199,171.4 | Software | |
FDC | First Data Corp | 214,000 | 4,479.0 | New Holding | 5.440 | +5.44% | 0.020 | +25.70% | +87.40% | 29,971.5 | Business Services |
Marble Arch Investments, LP's Historical Top Holdings Breakdowns
Marble Arch Investments, LP Total Holding History ($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 |
|---|---|---|---|---|
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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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