Stock Taper 
PAGODA ASSET MANAGEMENT, LP
Latest 13F filing data - Q1 2018
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Melco Resorts & Entertainment Limited | MLCO | 792.2K | $22.96M |
 Tapestry, Inc. | TPR | 415.63K | $21.87M |
 AutoNation, Inc. | AN | 253.32K | $11.85M |
 NIKE, Inc. | NKE | 241.74K | $16.06M |
 Hyatt Hotels Corporation | H | 226.23K | $17.25M |
 T-Mobile US, Inc. | TMUS | 226.23K | $13.81M |
 Microsoft Corporation | MSFT | 181.16K | $16.54M |
 GoDaddy Inc. | GDDY | 172.59K | $10.6M |
 Qorvo, Inc. | QRVO | 129.06K | $9.09M |
 Carnival Corporation & plc | CCL | 114.4K | $7.5M |
 Akamai Technologies, Inc. | AKAM | 114.23K | $8.11M |
 Amdocs Limited | DOX | 95.96K | $6.4M |
 Texas Roadhouse, Inc. | TXRH | 83.56K | $4.83M |
 Alibaba Group Holding Limited | BABA | 74.3K | $13.64M |
 Ralph Lauren Corporation | RL | 58.29K | $6.52M |
| EC ECHOSTAR CORP | SATS | 50.9K | $2.69M |
 Apple Inc. | AAPL | 38.05K | $6.38M |