Seeking Alpha
About this author:
Submit
an article to

See intro to Leading Hedge Funds' Best Ideas.

New positions in Apollo (AINV) and Cree (CREE).

Top sectors in the portfolio include:

Services 33%
Technology 28%
Financial 14%

Top 10 holdings are:

CSX (CSX)
American Tower (AMT)
America Movil S.A.B. de C.V. (AMX)
MasterCard (MA)
Google (GOOG)
MercadoLibre Inc. (MELI)
Baidu.com (BIDU)
TransDigm Group Inc. (TDG)
SBA Communications Corp. (SBAC)
Priceline.com (PCLN)

Print this article with comments
Comments
1
Comment 1 out of 1
You are viewing the latest 20 comments
  •  
    It would help to know what is the date of this holding? Otherwise it has no meaning.
    2008 May 20 01:59 PM | Link | Reply
Viewing Comment 1 out of 1