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.
Fox Point Capital Management LLC (CIK 1385011) reported $19.2M across 8 reported positions in its SEC 13F filing for 2017-12-31. Largest positions: META ($4.4M, 23.00%), MELI ($3.9M, 20.51%), V ($2.9M, 14.87%), STMP ($2.4M, 12.25%), W ($2.0M, 10.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | META | FACEBOOK INC | $4.4M | 23.00% | 25,000 | Trimmed |
| 2 | MELI | MERCADOLIBRE INC | $3.9M | 20.51% | 12,500 | New |
| 3 | V | VISA INC | $2.9M | 14.87% | 25,000 | Added |
| 4 | STMP | STAMPS COM INC | $2.4M | 12.25% | 12,500 | New |
| 5 | W | WAYFAIR INC | $2.0M | 10.47% | 25,000 | New |
| 6 | GOLD1 | RANDGOLD RES LTD | $1.7M | 9.02% | 17,500 | Trimmed |
| 7 | AEM | AGNICO EAGLE MINES LTD | $1.2M | 6.02% | 25,000 | Trimmed |
| 8 | TAL | TAL ED GROUP | $742,000 | 3.87% | 25,000 | New |
| 9 | CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | Exited |
| 10 | EA | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | Exited |
| 11 | KL | KIRKLAND LAKE GOLD LTD | $0 | 0.00% | 0 | Exited |
| 12 | FWONK | LIBERTY MEDIA CORP DELAWARE | $0 | 0.00% | 0 | Exited |
| 13 | LGF.A | LIONS GATE ENTMNT CORP | $0 | 0.00% | 0 | Exited |
| 14 | GEN | SYMANTEC CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2017-12-31