Marble Arch Investments as of June 30, 2018
Portfolio Holdings for Marble Arch Investments
Marble Arch Investments holds 17 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 11.6 | $9.5M | 8.5k | 1129.23 | |
| Microsoft Corporation (MSFT) | 10.2 | $8.4M | 85k | 98.61 | |
| TransDigm Group Incorporated (TDG) | 10.1 | $8.3M | 24k | 345.12 | |
| Visa (V) | 8.4 | $7.0M | 53k | 132.46 | |
| Facebook Inc cl a (META) | 8.4 | $6.9M | 36k | 194.33 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.8 | $6.4M | 22k | 293.21 | |
| salesforce (CRM) | 6.7 | $5.5M | 41k | 136.40 | |
| Spirit AeroSystems Holdings (SPR) | 6.7 | $5.5M | 64k | 85.91 | |
| Servicenow (NOW) | 6.7 | $5.5M | 32k | 172.46 | |
| First Data | 5.4 | $4.5M | 214k | 20.93 | |
| Applied Materials (AMAT) | 4.8 | $4.0M | 86k | 46.19 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 4.0 | $3.3M | 118k | 27.75 | |
| Booking Holdings (BKNG) | 2.0 | $1.7M | 830.00 | 2026.51 | |
| Armstrong World Industries (AWI) | 2.0 | $1.6M | 26k | 63.19 | |
| Servicemaster Global | 1.9 | $1.6M | 26k | 59.46 | |
| Willis Towers Watson (WTW) | 1.8 | $1.5M | 10k | 151.60 | |
| Black Knight | 1.4 | $1.1M | 21k | 53.57 |
