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 | $422,576,820 | 21.89% | |||
| 2. | ASH | 4,525,001 | $298,152,316 | +73% | 15.44% | ||
| 3. | MSFT | 620,000 | $231,272,400 | 11.98% | |||
| 4. | PTC | 1,812,500 | $205,918,125 | 10.67% | |||
| 5. | SHEL | 2,450,000 | $189,973,000 | 9.84% |
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