Tyrian Investments as of Sept. 30, 2015
Portfolio Holdings for Tyrian Investments
Tyrian Investments holds 21 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crocs (CROX) | 10.7 | $32M | 2.5M | 12.93 | |
| Google CL C | 9.9 | $30M | 49k | 608.42 | |
| Ims Health Holdings | 7.8 | $23M | 797k | 29.10 | |
| Metropcs Communications (TMUS) | 7.4 | $22M | 552k | 39.81 | |
| Charter Communications Inc D Cl A New | 7.0 | $21M | 119k | 175.85 | |
| Microsoft Corporation (MSFT) | 6.8 | $20M | 459k | 44.26 | |
| Expedia Inc Del Com New (EXPE) | 6.8 | $20M | 171k | 117.68 | |
| Sabre (SABR) | 6.7 | $20M | 740k | 27.18 | |
| Atento S A SHS | 5.7 | $17M | 1.6M | 10.55 | |
| Fidelity National Financial Fnf Group Com (FNF) | 5.5 | $17M | 465k | 35.47 | |
| Endo Intl SHS (ENDPQ) | 4.9 | $15M | 212k | 69.28 | |
| Platform Specialty Prods Cor | 4.8 | $14M | 1.1M | 12.65 | |
| Mead Johnson Nutrition | 4.0 | $12M | 170k | 70.40 | |
| Autodesk (ADSK) | 2.8 | $8.3M | 188k | 44.14 | |
| Liberty Interactive Corp Qvc Gp Com Ser A | 2.4 | $7.1M | 272k | 26.23 | |
| Seaworld Entertainment (PRKS) | 1.8 | $5.3M | 295k | 17.81 | |
| Msg Network Cl A | 1.6 | $4.7M | 66k | 72.14 | |
| Allergan SHS | 1.5 | $4.6M | 17k | 271.79 | |
| Impax Laboratories | 0.9 | $2.6M | 75k | 35.21 | |
| Copa Holdings Sa Cl A (CPA) | 0.6 | $1.8M | 43k | 41.94 | |
| Companhia Siderurgica Nacion Sponsored Adr (SID) | 0.2 | $637k | 665k | 0.96 |
