Mebane Faber

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See intro to Leading Hedge Funds' Best Ideas. The top five positions stay roughly the same with Mercadolibre (MELI) breaking into the top five with a doubling of the position. The pm, Chase Coleman, sold off about half the shares of Baidu (BIDU).

Top sectors in the portfolio include:
Services 56%
Technology 23%
Basic Materials 9%

Top 10 holdings are:
(GOOG)
(AMT)
(AMX)
BIDU
MELI
(TDG)
(CMCSK)
(SBAC)
(EMC)
(FMCN)

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