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 | $367,340,610 | +93% | 19.13% | ||
| 2. | PTC | 1,586,000 | $321,989,720 | +11% | 16.77% | ||
| 3. | SHEL | 4,435,000 | $317,235,550 | -20% | 16.52% | ||
| 4. | ADSK | 845,000 | $268,431,150 | 13.98% | |||
| 5. | MSFT | 404,000 | $209,251,800 | 10.9% |
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