Private Capital - Portfolio Holdings 1 comment
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See intro to Leading Hedge Funds' Best Ideas.
Sold off a bit of the top holdings, but not much.
Top sectors in the portfolio include:
Services 37%
Technology 27%
Financials 26%
Top 10 holdings are:
(CA)
(HPQ)
(MGM)
(BEAS)
(SYMC)
(NTRS)
(RCL)
(BSC)
(EK)
(IGT)
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