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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CAR | AVIS BUDGET GROUP | 24.37% | 17,130,882 | $1,790,519,787 | -300,000 | -1.72% | $104.52 | 13F |
| NFLX | NETFLIX INC | 19.69% | 2,143,370 | $1,446,517,546 | -38,653 | -1.77% | $674.88 | 13F |
| AAL | AMERICAN AIRLS GROUP INC | 2.01% | 13,064,028 | $148,015,437 | -8,578,179 | -39.64% | $11.33 | 13F |
| GLBE | GLOBAL E ONLINE LTD | 0.08% | 163,357 | $5,924,958 | -469,264 | -74.18% | $36.27 | 13F |