Marble Arch Investments as of March 31, 2018
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 22 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| D.R. Horton (DHI) | 8.7 | $112M | 2.6M | 43.84 | |
| Visa (V) | 7.9 | $101M | 847k | 119.62 | |
| Applied Materials (AMAT) | 7.1 | $91M | 1.6M | 55.61 | |
| Microsoft Corporation (MSFT) | 6.9 | $89M | 975k | 91.27 | |
| Spirit AeroSystems Holdings (SPR) | 6.9 | $89M | 1.1M | 83.70 | |
| Alphabet Inc Class A cs (GOOGL) | 6.2 | $80M | 77k | 1037.14 | |
| TransDigm Group Incorporated (TDG) | 5.6 | $73M | 237k | 306.94 | |
| Facebook Inc cl a (META) | 5.6 | $72M | 452k | 159.79 | |
| Servicemaster Global | 5.5 | $71M | 1.4M | 50.85 | |
| Servicenow (NOW) | 5.2 | $68M | 409k | 165.45 | |
| Paypal Holdings (PYPL) | 5.1 | $66M | 864k | 75.87 | |
| Armstrong World Industries (AWI) | 4.3 | $56M | 995k | 56.30 | |
| Booking Holdings (BKNG) | 3.8 | $49M | 24k | 2080.38 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.8 | $49M | 157k | 311.22 | |
| salesforce (CRM) | 3.8 | $48M | 416k | 116.30 | |
| Willis Towers Watson (WTW) | 3.7 | $47M | 311k | 152.19 | |
| Liberty Broadband Cl C (LBRDK) | 2.6 | $34M | 392k | 85.69 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 2.4 | $31M | 815k | 38.32 | |
| Liberty Media Corp Series C Li | 2.4 | $31M | 1.0M | 30.85 | |
| Black Knight | 2.2 | $28M | 602k | 47.10 | |
| Energous | 0.1 | $754k | 47k | 16.03 | |
| Dropbox Inc-class A (DBX) | 0.1 | $781k | 25k | 31.24 |
