GVO Asset Management as of Dec. 31, 2020
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 19 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Group Com Cl A (BX) | 22.4 | $32M | 489k | 64.81 | |
| Blackstone Mtg Tr Com Cl A (BXMT) | 21.4 | $30M | 1.1M | 27.53 | |
| Apollo Global Mgmt Com Cl A | 14.3 | $20M | 413k | 48.98 | |
| Charter Communications Inc N Cl A (CHTR) | 6.3 | $9.0M | 14k | 661.56 | |
| Canadian Pacific Railway | 5.6 | $8.0M | 23k | 346.57 | |
| Metropcs Communications (TMUS) | 5.6 | $7.9M | 58k | 134.84 | |
| Microsoft Corporation (MSFT) | 4.8 | $6.8M | 31k | 222.43 | |
| Facebook Cl A (META) | 4.4 | $6.2M | 23k | 273.14 | |
| Visa Com Cl A (V) | 3.8 | $5.4M | 25k | 218.72 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.6 | $5.1M | 47k | 109.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $2.9M | 1.6k | 1751.98 | |
| D.R. Horton (DHI) | 1.8 | $2.5M | 37k | 68.91 | |
| Paypal Holdings (PYPL) | 1.7 | $2.4M | 10k | 234.24 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.6 | $2.3M | 32k | 72.26 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.2 | $288k | 3.1k | 93.72 | |
| Baidu Spon Adr Rep A (BIDU) | 0.2 | $249k | 1.2k | 216.33 | |
| Tal Education Group Sponsored Ads (TAL) | 0.1 | $173k | 2.4k | 71.40 | |
| Jinkosolar Hldg Sponsored Adr (JKS) | 0.1 | $130k | 2.1k | 61.70 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.1 | $90k | 3.1k | 29.25 |
