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 | 5,480,000 | $361,406,000 | 18.31% | |||
| 2. | ADSK | 1,080,000 | $297,518,400 | 15.07% | |||
| 3. | AMZN | 1,580,000 | $294,401,400 | +51% | 14.92% | ||
| 4. | PTC | 1,155,000 | $208,662,300 | 10.57% | |||
| 5. | WAB | 810,000 | $147,233,700 | -12% | 7.46% |
