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
SPO ADVISORY CORP (CIK 919468) reported $2.11B across 12 reported positions in its SEC 13F filing for 2018-12-31. Largest positions: TDG ($333.1M, 15.78%), LBTYK ($327.9M, 15.53%), GOOG ($316.4M, 14.99%), CHTR ($304.6M, 14.43%), FWONK ($214.2M, 10.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TDG | TRANSDIGM GROUP INC | $333.1M | 15.78% | 979,500 | Trimmed |
| 2 | LBTYK | LIBERTY GLOBAL PLC | $327.9M | 15.53% | 15.9M | Trimmed |
| 3 | GOOG | ALPHABET INC | $316.4M | 14.99% | 305,500 | Trimmed |
| 4 | CHTR | CHARTER COMMUNICATIONS INC N | $304.6M | 14.43% | 1.1M | Trimmed |
| 5 | FWONK | LIBERTY MEDIA CORP DELAWARE | $214.2M | 10.14% | 7.0M | Trimmed |
| 6 | MTN | VAIL RESORTS INC | $203.2M | 9.62% | 963,700 | Hold |
| 7 | SCHW | SCHWAB CHARLES CORP NEW | $172.4M | 8.16% | 4.2M | Trimmed |
| 8 | EQIX | EQUINIX INC | $157.9M | 7.48% | 447,973 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $31.3M | 1.48% | 30,000 | Trimmed |
| 10 | LBTYA | LIBERTY GLOBAL PLC | $19.3M | 0.92% | 906,559 | Trimmed |
| 11 | Z | ZILLOW GROUP INC | $18.2M | 0.86% | 575,000 | Trimmed |
| 12 | EA | ELECTRONIC ARTS INC | $12.9M | 0.61% | 163,400 | Trimmed |
| 13 | META | FACEBOOK INC | $0 | 0.00% | 0 | Exited |
| 14 | ZAYO | ZAYO GROUP HLDGS INC | $0 | 0.00% | 0 | Exited |
| 15 | ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2018-12-31