MF

Mercator Fund (Cayman Master) LP

13F
Mercator Fund (Cayman Master) LP
Last update 2020-01-22 14 Stocks (0 new)
Value $124.00 Mil Turnover 0 %
Countries:
Top Holdings: NNI(18.33%)GOOGL(16.19%)ATSG(12.14%)IBKR(9.23%)PYPL(8.53%)
Summary Stock Picks Current Portfolio
Mercator Fund (Cayman Master) ... Top Holdings of 2019-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NNI
Nelnet Inc
391,347
22,792.0
0%
18.330
0%
1.030
+14.45%
+12.55%
4,349.1
Credit Services
GOOGL
Alphabet Inc
300,620
20,132.0
0%
16.190
0%
0.000
+22.57%
-2.01%
2,251,820.4
Interactive Media
ATSG
Air Transport Services Group Inc
643,769
15,103.0
0%
12.140
0%
0.870
+2.00%
+2.27%
1,481.2
Transportation
IBKR
Interactive Brokers Group Inc
985,100
11,481.0
0%
9.230
0%
0.250
+60.85%
+45.42%
27,915.3
Capital Markets
PYPL
PayPal Holdings Inc
98,082
10,610.0
0%
8.530
0%
0.010
+21.59%
-13.10%
72,132.8
Credit Services
TSG
The Stars Group Inc
358,523
9,354.0
0%
7.520
0%
0.120
+17.72%
+4.68%
7,907.2
Travel & Leisure
PGR
Progressive Corp
126,994
9,193.0
0%
7.390
0%
0.020
-7.14%
+4.90%
144,445.5
Insurance
BIDU
Baidu Inc
64,013
8,091.0
0%
6.510
0%
0.020
+6.32%
+4.15%
30,129.7
Interactive Media
BRK.B
Berkshire Hathaway Inc
31,239
7,076.0
0%
5.690
0%
0.000
-8.57%
+4.53%
1,021,993.2
Insurance
DVA
DaVita Inc
48,741
3,657.0
0%
2.940
0%
0.050
+0.81%
-5.61%
10,668.5
Healthcare Providers & Services

Mercator Fund (Cayman Master) LP's Historical Top Holdings Breakdowns

Mercator Fund (Cayman Master) LP Total Holding History ($B)

To

Mercator Fund (Cayman Master) LP's Asset Allocation

To

Mercator Fund (Cayman Master) LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mercator Fund (Cayman Master) LP's Hypothetical Growth since 2019-12-31

Mercator Fund (Cayman Master) LP's Yearly Returns

Year Portfolio % % Excess Gain %

Mercator Fund (Cayman Master) LP's Holdings Heat Map

Size field:

Mercator Fund (Cayman Master) LP's Holdings Bubble Chart

Mercator Fund (Cayman Master) LP News

  • 1

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