Anglepoint Asset Management as of Sept. 30, 2020
Portfolio Holdings for Anglepoint Asset Management
Anglepoint Asset Management holds 33 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A (SHOP) | 8.2 | $137M | 134k | 1022.97 | |
| Tal Education Group Sponsored Ads (TAL) | 8.2 | $137M | 1.8M | 76.04 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.1 | $136M | 638k | 212.94 | |
| Bilibili Spons Ads Rep Z (BILI) | 7.5 | $126M | 3.0M | 41.60 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 7.3 | $122M | 4.2M | 28.62 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.9 | $115M | 391k | 293.98 | |
| Pinduoduo Sponsored Ads (PDD) | 6.2 | $103M | 1.4M | 74.15 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 5.2 | $87M | 2.9M | 29.92 | |
| Facebook Cl A (META) | 4.9 | $82M | 312k | 261.90 | |
| salesforce (CRM) | 4.3 | $71M | 284k | 251.32 | |
| Moody's Corporation (MCO) | 3.2 | $54M | 186k | 289.85 | |
| Goldman Sachs (GS) | 2.6 | $44M | 220k | 200.97 | |
| Tesla Motors (TSLA) | 2.4 | $40M | 93k | 429.02 | |
| Square Cl A (SQ) | 2.3 | $38M | 236k | 162.55 | |
| Mastercard Cl A (MA) | 2.1 | $36M | 105k | 338.17 | |
| XP Cl A (XP) | 2.1 | $36M | 852k | 41.69 | |
| Uber Technologies (UBER) | 2.1 | $35M | 959k | 36.48 | |
| Visa Com Cl A (V) | 2.0 | $33M | 164k | 199.97 | |
| NVIDIA Corporation (NVDA) | 1.9 | $32M | 59k | 541.21 | |
| S&p Global (SPGI) | 1.8 | $30M | 82k | 360.60 | |
| Advanced Micro Devices (AMD) | 1.7 | $29M | 355k | 81.99 | |
| New Oriental Ed & Technology Spon Adr | 1.7 | $29M | 190k | 149.50 | |
| Apollo Global Mgmt Com Cl A | 1.5 | $26M | 576k | 44.75 | |
| Amazon (AMZN) | 1.5 | $25M | 7.8k | 3148.79 | |
| Starbucks Corporation (SBUX) | 1.5 | $24M | 283k | 85.92 | |
| MercadoLibre (MELI) | 1.4 | $23M | 21k | 1082.48 | |
| Paypal Holdings (PYPL) | 0.4 | $7.1M | 36k | 197.02 | |
| 0.3 | $5.5M | 125k | 44.50 | ||
| Microsoft Corporation (MSFT) | 0.3 | $5.3M | 25k | 210.31 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.2M | 10.00 | 320000.00 | |
| Jamf Hldg Corp (JAMF) | 0.2 | $2.6M | 70k | 37.61 | |
| Vertiv Holdings *w Exp 06/12/202 | 0.1 | $2.2M | 333k | 6.48 | |
| Snowflake Cl A (SNOW) | 0.0 | $502k | 2.0k | 251.00 |
