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 | $343,322,000 | 18.53% | |||
| 2. | PTC | 1,155,000 | $212,369,850 | 11.46% | |||
| 3. | ADSK | 715,000 | $211,332,550 | -34% | 11.41% | ||
| 4. | AMZN | 765,000 | $167,833,350 | -52% | 9.06% | ||
| 5. | CDW | 685,000 | $119,217,400 | +24% | 6.43% |
