MARBLE ARCH INVESTMENTS, LP
Latest 13F filing data - Q2 2018
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAGS | 118K | $3.27M |
 | AMAT | 86K | $3.95M |
 | MSFT | 85K | $8.39M |
 | V | 53K | $6.95M |
 | CRM | 41K | $5.52M |
 | META | 36K | $6.92M |
 | NOW | 32K | $5.51M |
 | SERV | 26K | $1.55M |
 | AWI | 26K | $1.64M |
 | TDG | 24K | $8.28M |
 | CHTR | 22K | $6.39M |
 | WTW | 10K | $1.52M |
 | GOOGL | 8K | $9.54M |
 | BKNG | 830 | $1.68M |
PagSeguro Digital Ltd.
PAGS
Shares Held
118K
Value
$3.27M
Applied Materials, Inc.
AMAT
Shares Held
86K
Value
$3.95M
Microsoft Corporation
MSFT
Shares Held
85K
Value
$8.39M
Visa Inc.
V
Shares Held
53K
Value
$6.95M
Salesforce, Inc.
CRM
Shares Held
41K
Value
$5.52M
Meta Platforms, Inc.
META
Shares Held
36K
Value
$6.92M
ServiceNow, Inc.
NOW
Shares Held
32K
Value
$5.51M
Serve Robotics Inc.
SERV
Shares Held
26K
Value
$1.55M
Armstrong World Industries, Inc.
AWI
Shares Held
26K
Value
$1.64M
TransDigm Group Incorporated
TDG
Shares Held
24K
Value
$8.28M
Charter Communications, Inc.
CHTR
Shares Held
22K
Value
$6.39M
Willis Towers Watson Public Limited Company
WTW
Shares Held
10K
Value
$1.52M
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$9.54M
Booking Holdings Inc.
BKNG
Shares Held
830
Value
$1.68M