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. | SHEL | 5,125,000 | $343,580,000 | +6% | 21.85% | ||
| 2. | PTC | 1,155,000 | $218,225,700 | 13.88% | |||
| 3. | AMZN | 1,050,000 | $189,399,000 | 12.04% | |||
| 4. | WAB | 1,160,000 | $168,988,800 | -28% | 10.74% | ||
| 5. | ADSK | 480,000 | $125,001,600 | 7.95% |
