Asturias Capital as of Dec. 31, 2018
Portfolio Holdings for Asturias Capital
Asturias Capital holds 17 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 12.0 | $26M | 403k | 63.61 | |
| Microsoft Corporation (MSFT) | 10.2 | $22M | 213k | 101.57 | |
| Alibaba Group Holding (BABA) | 8.2 | $18M | 128k | 137.07 | |
| Twenty-first Century Fox | 8.1 | $17M | 360k | 48.12 | |
| Coupa Software | 7.7 | $16M | 260k | 62.86 | |
| Adobe Systems Incorporated (ADBE) | 7.7 | $16M | 72k | 226.25 | |
| Comcast Corporation (CMCSA) | 6.5 | $14M | 410k | 34.05 | |
| Take-Two Interactive Software (TTWO) | 6.3 | $13M | 130k | 102.94 | |
| Amazon (AMZN) | 5.4 | $12M | 7.7k | 1501.95 | |
| Alphabet Inc Class C cs (GOOG) | 5.0 | $11M | 10k | 1035.61 | |
| Ringcentral (RNG) | 4.9 | $11M | 127k | 82.44 | |
| salesforce (CRM) | 4.5 | $9.6M | 70k | 136.97 | |
| Godaddy Inc cl a (GDDY) | 4.0 | $8.6M | 132k | 65.62 | |
| Paypal Holdings (PYPL) | 3.6 | $7.8M | 93k | 84.09 | |
| Madison Square Garden Cl A (MSGS) | 2.4 | $5.1M | 19k | 267.71 | |
| Zayo Group Hldgs | 1.8 | $3.9M | 171k | 22.84 | |
| Bilibili Ads (BILI) | 1.8 | $3.7M | 256k | 14.59 |
