Marble Arch Investments, LP

Q2 2018 13F Holdings

  • Location
    new york, NY
  • Num holdings

    17

  • Value ($000)

    $82,265

  • Date Filed
    08/14/2018
  • Form type
    13F-HR
  • CIK
    0001427112
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2018 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$9.54M
12 %

8,450

M
MSFT

MICROSOFT CORP

COM
594918104
$8.39M
10 %

85,100

---

TRANSDIGM GROUP INC

COM
893641100
$8.28M
10 %

24,000

V
V

VISA INC

COM CL A
92826C839
$6.95M
9 %

52,500

M
META

FACEBOOK INC

CL A
30303M102
$6.92M
8 %

35,600

C
CHTR

CHARTER COMMUNICATIONS INC N

CL A
16119P108
$6.39M
8 %

21,800

C
CRM

SALESFORCE COM INC

COM
79466L302
$5.52M
7 %

40,500

S
S9Q

SPIRIT AEROSYSTEMS HLDGS INC

COM CL A
848574109
$5.52M
7 %

64,300

N
NOW

SERVICENOW INC

COM
81762P102
$5.51M
7 %

31,950

F
FDC

FIRST DATA CORP NEW

COM CL A
32008D106
$4.48M
5 %

214,000

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