Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ASTURIAS CAPITAL LLC (CIK 1641173) reported $220.1M across 25 reported positions in its SEC 13F filing for 2019-12-31. Largest positions: NOW ($17.3M, 7.86%), MSGS ($16.3M, 7.40%), AMZN ($16.0M, 7.26%), TEAM ($13.3M, 6.06%), LBRDK ($12.8M, 5.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NOW | SERVICENOW INC | $17.3M | 7.86% | 61,300 | Added |
| 2 | MSGS | MADISON SQUARE GARDEN CO NEW | $16.3M | 7.40% | 55,356 | Added |
| 3 | AMZN | AMAZON COM INC | $16.0M | 7.26% | 8,648 | Added |
| 4 | TEAM | ATLASSIAN CORP PLC | $13.3M | 6.06% | 110,800 | Added |
| 5 | LBRDK | LIBERTY BROADBAND CORP | $12.8M | 5.83% | 102,016 | Added |
| 6 | MTCH | IAC INTERACTIVECORP | $11.2M | 5.08% | 44,900 | New |
| 7 | IGV | ISHARES TR | $10.1M | 4.60% | 43,500 | New |
| 8 | MSFT | MICROSOFT CORP | $8.9M | 4.03% | 56,292 | Trimmed |
| 9 | CRM | SALESFORCE COM INC | $8.7M | 3.96% | 53,655 | Trimmed |
| 10 | GLIBA | GCI LIBERTY INC | $8.6M | 3.90% | 121,100 | Added |
| 11 | NFLX | NETFLIX INC | $8.4M | 3.82% | 26,000 | New |
| 12 | META | FACEBOOK INC | $8.3M | 3.76% | 40,300 | New |
| 13 | SQ | SQUARE INC | $7.9M | 3.61% | 126,900 | New |
| 14 | EXPE | EXPEDIA GROUP INC | $7.8M | 3.54% | 72,100 | New |
| 15 | QQQ | INVESCO QQQ TR | $7.7M | 3.48% | 36,000 | New |
| 16 | BIDU | BAIDU INC | $6.7M | 3.03% | 52,700 | New |
| 17 | PDD | PINDUODUO INC | $6.4M | 2.91% | 169,400 | New |
| 18 | BILI | BILIBILI INC | $6.3M | 2.85% | 337,300 | Trimmed |
| 19 | CNNE | CANNAE HLDGS INC | $5.6M | 2.56% | 151,742 | Trimmed |
| 20 | TMUS | T MOBILE US INC | $5.4M | 2.43% | 68,319 | Trimmed |
| 21 | KWEB | KRANESHARES TR | $4.4M | 1.99% | 90,000 | New |
| 22 | UPWK | UPWORK INC | $4.3M | 1.96% | 405,140 | New |
| 23 | ROKU | ROKU INC | $3.8M | 1.75% | 28,700 | New |
| 24 | ATUS | ALTICE USA INC | $3.5M | 1.58% | 127,600 | New |
| 25 | ZM | ZOOM VIDEO COMMUNICATIONS IN | $2.9M | 1.34% | 43,300 | New |
Source: SEC Form 13F filings · as of 2019-12-31