Seeking Alpha

Mebane Faber


About this author:

See intro to Leading Hedge Funds' Best Ideas.

New positions in Mastercard (MA), Longtop (LFT), Priceline (PCLN), and Research in Motion (RIMM).

Top sectors in the portfolio include:

Services 33%
Technology 40%
Financial 11%

Top 10 holdings are:

(GOOG)
(AMX)
MA
(AMT)
(BIDU)
(FMCN)
LFT
PCLN
(MELI)
(TDG)

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