Davide Leone & Partners Investment as of March 31, 2019
Portfolio Holdings for Davide Leone & Partners Investment
Davide Leone & Partners Investment holds 15 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 23.0 | $312M | 4.2M | 74.12 | |
| Alibaba Group Holding (BABA) | 21.8 | $296M | 1.6M | 182.45 | |
| At&t (T) | 9.1 | $124M | 3.9M | 31.36 | |
| Bristol Myers Squibb (BMY) | 7.0 | $95M | 2.0M | 47.71 | |
| Celgene Corporation | 7.0 | $95M | 1.0M | 94.34 | |
| Nielsen Hldgs Plc Shs Eur | 6.4 | $86M | 3.6M | 23.67 | |
| Blackberry (BB) | 6.3 | $85M | 8.5M | 10.09 | |
| Incyte Corporation (INCY) | 4.6 | $63M | 730k | 86.01 | |
| Nxp Semiconductors N V (NXPI) | 4.0 | $55M | 621k | 88.39 | |
| Illumina Inc conv | 3.0 | $40M | 30M | 1.36 | |
| Worldpay Ord | 2.2 | $30M | 266k | 113.50 | |
| Zayo Group Hldgs | 2.2 | $30M | 1.0M | 28.42 | |
| Acadia Healthcare (ACHC) | 2.0 | $28M | 940k | 29.31 | |
| Illumina Inc. 0.00% June 15, 2019 ccb | 1.3 | $17M | 14M | 1.23 | |
| Berkshire Hathaway (BRK.A) | 0.0 | $301k | 1.00 | 301000.00 |
