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 | 1,773,000 | $369,262,710 | +6% | 20.2% | ||
| 2. | PTC | 1,812,500 | $258,263,125 | 14.13% | |||
| 3. | MSFT | 620,000 | $229,505,400 | +54% | 12.55% | ||
| 4. | SHEL | 2,450,000 | $227,850,000 | -28% | 12.46% | ||
| 5. | ADSK | 845,000 | $202,293,000 | 11.06% |
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