Zeno Research as of Dec. 31, 2022
Portfolio Holdings for Zeno Research
Zeno Research holds 25 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Warner Music Group Corp Com Cl A (WMG) | 10.6 | $16M | 459k | 35.02 | |
Metropcs Communications (TMUS) | 10.0 | $15M | 108k | 140.00 | |
Equinix (EQIX) | 7.3 | $11M | 17k | 655.03 | |
Sba Communications Corp Cl A (SBAC) | 7.0 | $11M | 38k | 280.31 | |
Rogers Communications CL B (RCI) | 7.0 | $11M | 226k | 46.82 | |
American Tower Reit (AMT) | 6.5 | $9.8M | 46k | 211.86 | |
At&t (T) | 6.3 | $9.5M | 518k | 18.41 | |
Charter Communications Inc N Cl A (CHTR) | 5.3 | $8.0M | 24k | 339.10 | |
Cogent Communications Hldgs Com New (CCOI) | 3.7 | $5.7M | 99k | 57.08 | |
Lamar Advertising Cl A (LAMR) | 3.6 | $5.5M | 58k | 94.40 | |
Amazon (AMZN) | 3.5 | $5.3M | 63k | 84.00 | |
Spotify Technology S A SHS (SPOT) | 3.4 | $5.2M | 66k | 78.95 | |
Netflix (NFLX) | 3.3 | $4.9M | 17k | 294.88 | |
Live Nation Entertainment (LYV) | 3.0 | $4.5M | 65k | 69.74 | |
Chindata Group Hldgs Ads | 2.8 | $4.2M | 533k | 7.97 | |
Meta Platforms Cl A (META) | 2.7 | $4.1M | 34k | 120.34 | |
Pinterest Cl A (PINS) | 2.3 | $3.5M | 144k | 24.28 | |
Walt Disney Company (DIS) | 2.2 | $3.3M | 38k | 86.88 | |
World Wrestling Entmt Cl A | 1.9 | $2.9M | 42k | 68.52 | |
Liberty Media Corp Del Com A Siriusxm | 1.5 | $2.3M | 57k | 39.31 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 1.4 | $2.2M | 28k | 76.27 | |
Dycom Industries (DY) | 1.4 | $2.1M | 23k | 93.60 | |
Warner Bros Discovery Com Ser A (WBD) | 1.3 | $2.0M | 211k | 9.48 | |
Omni (OMC) | 1.2 | $1.8M | 22k | 81.57 | |
Seaworld Entertainment (PRKS) | 0.7 | $1.1M | 20k | 53.51 |