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. | SHEL | 5,480,000 | $385,846,800 | 16.53% | |||
| 2. | SPY | 620,000 | $383,067,000 | NEW | 16.41% | ||
| 3. | ADSK | 845,000 | $261,586,650 | +19% | 11.21% | ||
| 4. | PTC | 1,436,000 | $247,480,240 | 10.6% | |||
| 5. | MSFT | 404,000 | $200,953,640 | 8.61% |
