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%
2,250,461.0
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%
30,186.4
Interactive Media
BRK.B
Berkshire Hathaway Inc
31,239
7,076.0
0%
5.690
0%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
DVA
DaVita Inc
48,741
3,657.0
0%
2.940
0%
0.050
+0.81%
-5.61%
10,668.4
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

Discussions on Mercator Fund (Cayman Master) LP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.