Hedge Fund - 40 North Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AMZN | 1,673,000 | $386,161,860 | 19.28% | |||
| 2. | PTC | 1,812,500 | $315,755,625 | +15% | 15.77% | ||
| 3. | ADSK | 845,000 | $250,128,450 | 12.49% | |||
| 4. | SHEL | 3,364,000 | $247,186,720 | -25% | 12.34% | ||
| 5. | MSFT | 404,000 | $195,382,480 | 9.76% |
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