Stock Taper 
JAFRA CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2018
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sarepta Therapeutics, Inc. | SRPT | 3.5K | $463K |
 The PNC Financial Services Group, Inc. | PNC | 5K | $676K |
 The Estée Lauder Companies Inc. | EL | 5.23K | $746K |
 Netflix, Inc. | NFLX | 7K | $2.74M |
 The Boeing Company | BA | 7.08K | $2.37M |
 Broadcom Inc. | AVGO | 7.5K | $1.82M |
 Kohl's Corporation | KSS | 7.8K | $569K |
 Amazon.com, Inc. | AMZN | 8.73K | $14.84M |
 Alphabet Inc. | GOOGL | 9.35K | $10.55M |
 Union Pacific Corporation | UNP | 10K | $1.42M |
 JPMorgan Chase & Co. | JPM | 10K | $1.04M |
 State Street Corporation | STT | 10K | $931K |
 NXP Semiconductors N.V. | NXPI | 10K | $1.09M |
 Charter Communications, Inc. | CHTR | 12K | $3.52M |
 Ferrari N.V. | RACE | 13.9K | $1.88M |
 Caterpillar Inc. | CAT | 15K | $2.04M |
 Take-Two Interactive Software, Inc. | TTWO | 16.5K | $1.95M |
 NIKE, Inc. | NKE | 16.6K | $1.32M |
 Lumentum Holdings Inc. | LITE | 18K | $1.04M |
 The Walt Disney Company | DIS | 18.43K | $1.93M |