PAGODA ASSET MANAGEMENT, LP
Latest 13F filing data - Q1 2018
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MLCO | 792K | $22.96M |
 | KAR | 647K | $35.07M |
 | TPR | 416K | $21.87M |
 | AN | 253K | $11.85M |
 | NKE | 242K | $16.06M |
 | H | 226K | $17.25M |
 | TMUS | 226K | $13.81M |
 | MSFT | 181K | $16.54M |
 | GDDY | 173K | $10.60M |
 | QRVO | 129K | $9.09M |
 | CCL | 114K | $7.50M |
 | AKAM | 114K | $8.11M |
 | DOX | 96K | $6.40M |
 | TXRH | 84K | $4.83M |
 | BABA | 74K | $13.64M |
 | RL | 58K | $6.52M |
 | SATS | 51K | $2.69M |
 | AAPL | 38K | $6.38M |
Melco Resorts & Entertainment Limited
MLCO
Shares Held
792K
Value
$22.96M
OPENLANE, Inc.
KAR
Shares Held
647K
Value
$35.07M
Tapestry, Inc.
TPR
Shares Held
416K
Value
$21.87M
AutoNation, Inc.
AN
Shares Held
253K
Value
$11.85M
NIKE, Inc.
NKE
Shares Held
242K
Value
$16.06M
Hyatt Hotels Corporation
H
Shares Held
226K
Value
$17.25M
T-Mobile US, Inc.
TMUS
Shares Held
226K
Value
$13.81M
Microsoft Corporation
MSFT
Shares Held
181K
Value
$16.54M
GoDaddy Inc.
GDDY
Shares Held
173K
Value
$10.60M
Qorvo, Inc.
QRVO
Shares Held
129K
Value
$9.09M
Carnival Corporation & plc
CCL
Shares Held
114K
Value
$7.50M
Akamai Technologies, Inc.
AKAM
Shares Held
114K
Value
$8.11M
Amdocs Limited
DOX
Shares Held
96K
Value
$6.40M
Texas Roadhouse, Inc.
TXRH
Shares Held
84K
Value
$4.83M
Alibaba Group Holding Limited
BABA
Shares Held
74K
Value
$13.64M
Ralph Lauren Corporation
RL
Shares Held
58K
Value
$6.52M
EchoStar Corporation
SATS
Shares Held
51K
Value
$2.69M
Apple Inc.
AAPL
Shares Held
38K
Value
$6.38M