| Issuer | % book | Value | Conviction | Business |
|---|---|---|---|---|
| $NYT · NEW YORK TIMES CO MTN BE | 14.1% | $756,420,504 | High | |
| $TW · TRADEWEB MKTS INC | 6.1% | $328,418,004 | Med | Electronic fixed-income and derivatives trading |
| $MLB1 · MERCADOLIBRE INC | 4.2% | $225,223,874 | Med | Latin American e-commerce and fintech |
| Issuer | % book | Δ shares | Conviction | Business |
|---|---|---|---|---|
| $GWRE · GUIDEWIRE SOFTWARE INC | 21.3% | +43% | Med | Software platform for property/casualty insurers |
| $VEEV · VEEVA SYS INC | 16.1% | +76% | Med | Cloud software for life-sciences industry |
| $FWONK · LIBERTY MEDIA CORP DEL | 4.3% | +282% | Low | Media holding company (Formula 1, SiriusXM stakes) |
| Issuer | % book | Business |
|---|---|---|
| $GWRE · GUIDEWIRE SOFTWARE INC | 21.3% | Software platform for property/casualty insurers |
| $VEEV · VEEVA SYS INC | 16.1% | Cloud software for life-sciences industry |
| $NYT · NEW YORK TIMES CO MTN BE | 14.1% | |
| $TPD · SOMNIGROUP INTERNATIONAL INC | 12.1% | Mattress maker/retailer (Tempur-Pedic, Sealy, Mattress Firm) |
| $LLYVK · LIBERTY LIVE HOLDINGS INC | 10.8% | Tracking stock for Liberty's Live Nation stake |
| $TW · TRADEWEB MKTS INC | 6.1% | Electronic fixed-income and derivatives trading |
| $FWONK · LIBERTY MEDIA CORP DEL | 4.3% | Media holding company (Formula 1, SiriusXM stakes) |
| $LLYVA · LIBERTY LIVE HOLDINGS INC | 4.3% | Tracking stock for Liberty's Live Nation stake |
| $MLB1 · MERCADOLIBRE INC | 4.2% | Latin American e-commerce and fintech |
| $FWONA · LIBERTY MEDIA CORP DEL | 3.1% | Media holding company (Formula 1, SiriusXM stakes) |
Generated 2026-06-27 · Alpha-Investor tracker