The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | CAP STK CL A | 02079K305 | 384,871,500 | 2,550,000 | SH | SOLE | 2,550,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 243,513,000 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 181,394,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 293,536,300 | 1,010,000 | SH | SOLE | 1,010,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 143,055,000 | 3,300,000 | SH | SOLE | 3,300,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 110,761,100 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 63,125,400 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 109,387,200 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 75,916,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 43,340,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 130,576,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 149,655,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 139,540,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 |