本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
KG Funds Management LLC (CIK 1666370) reported $385.3M across 8 reported positions in its SEC 13F filing for 2017-12-31. Largest positions: ATH ($84.1M, 21.84%), V ($61.6M, 15.99%), DIS ($57.5M, 14.92%), MA ($55.4M, 14.37%), AZO ($41.9M, 10.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ATH | ATHENE HLDG LTD | $84.1M | 21.84% | 1.6M | Added |
| 2 | V | VISA INC | $61.6M | 15.99% | 540,433 | Added |
| 3 | DIS | DISNEY WALT CO | $57.5M | 14.92% | 534,888 | Added |
| 4 | MA | MASTERCARD INCORPORATED | $55.4M | 14.37% | 365,764 | Added |
| 5 | AZO | AUTOZONE INC | $41.9M | 10.86% | 58,850 | Hold |
| 6 | TWX | TIME WARNER INC | $30.6M | 7.95% | 335,058 | New |
| 7 | TFCF | TWENTY FIRST CENTY FOX INC | $30.1M | 7.82% | 883,500 | New |
| 8 | ORLY | O REILLY AUTOMOTIVE INC NEW | $24.0M | 6.24% | 99,975 | Added |
| 9 | DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | Exited |
| 10 | FGL | FIDELITY & GTY LIFE | $0 | 0.00% | 0 | Exited |
| 11 | MCO | MOODYS CORP | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2017-12-31