Apertura Capital, LLC

data from 31/12/2019

Capitalization

$ 122.938 M -68.40 %

Average holding period

2 ans

Performance

$ 61.322 M 16.81 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Apertura Capital, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/12/31 AMZN AMAZON COM INC 12.02% 14.783 M $ 8000 2019/06/30 1.275 M $ 6.44 %
2019/12/31 QSR RESTAURANT BRANDS INTL INC 6.74% 8.290 M $ 130000 2019/12/31 0.000 $ 0.00 %
2019/12/31 GOOGL ALPHABET INC 6.54% 8.036 M $ 6000 2015/12/31 2.931 M $ 9.68 %
2019/12/31 META FACEBOOK INC 6.18% 7.594 M $ 37000 2019/06/30 4.342 M $ 15.26 %
2019/12/31 PEP PEPSICO INC 5.56% 6.834 M $ 50000 2019/09/30 -10.234 K $ -0.31 %
2019/12/31 NTNX NUTANIX INC 4.96% 6.096 M $ 195000 2019/12/31 0.000 $ 0.00 %
2019/12/31 MU MICRON TECHNOLOGY INC 4.81% 5.916 M $ 110000 2018/03/31 3.071 M $ 25.51 %
2019/12/31 CAKE CHEESECAKE FACTORY INC 4.74% 5.829 M $ 150000 2019/12/31 0.000 $ 0.00 %
2019/12/31 UBER UBER TECHNOLOGIES INC 4.72% 5.799 M $ 195000 2019/12/31 0.000 $ 0.00 %
2019/12/31 WDAY WORKDAY INC 4.68% 5.756 M $ 35000 2019/12/31 0.000 $ 0.00 %
2019/12/31 DNKN DUNKIN BRANDS GROUP INC 4.30% 5.288 M $ 70000 2019/12/31 0.000 $ 0.00 %
2019/12/31 HAS HASBRO INC 4.30% 5.281 M $ 50000 2019/12/31 0.000 $ 0.00 %
2019/12/31 SNAP SNAP INC 3.98% 4.899 M $ 300000 2019/12/31 0.000 $ 0.00 %
2019/12/31 LYFT LYFT INC 3.50% 4.302 M $ 100000 2019/06/30 621.299 K $ 5.34 %
2019/12/31 W WAYFAIR INC 3.31% 4.067 M $ 45000 2019/12/31 0.000 $ 0.00 %
2019/12/31 MNST MONSTER BEVERAGE CORP NEW 3.10% 3.813 M $ 60000 2019/12/31 0.000 $ 0.00 %
2019/12/31 PAGS PAGSEGURO DIGITAL LTD 3.06% 3.758 M $ 110000 2019/03/31 0.000 $ 0.00 %
2019/12/31 NFLX NETFLIX INC 2.63% 3.236 M $ 10000 2019/06/30 4.476 M $ 20.91 %
2019/12/31 M MACYS INC 2.56% 3.145 M $ 185000 2019/12/31 0.000 $ 0.00 %
2019/12/31 CRNC CERENCE INC 2.30% 2.829 M $ 125000 2019/12/31 0.000 $ 0.00 %
2019/12/31 PINS PINTEREST INC 2.27% 2.796 M $ 150000 2019/12/31 0.000 $ 0.00 %
2019/12/31 WDC WESTERN DIGITAL CORP 1.55% 1.904 M $ 30000 2019/12/31 0.000 $ 0.00 %
2019/12/31 AMD ADVANCED MICRO DEVICES INC 1.49% 1.834 M $ 40000 2017/06/30 15.234 M $ 58.19 %
2019/12/31 NET CLOUDFLARE INC 0.69% 853.000 K $ 50000 2019/12/31 0.000 $ 0.00 %
2019/12/31 EA ELECTRONIC ARTS INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 NFLX NETFLIX INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 ATVI ACTIVISION BLIZZARD INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 VFC V F CORP 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 BKNG BOOKING HLDGS INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 BABA ALIBABA GROUP HLDG LTD 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/12/31 TSLA TESLA INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 VMW VMWARE INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 THO THOR INDS INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 LEG LEGGETT & PLATT INC 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2019/12/31 MGM MGM RESORTS INTERNATIONAL 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 SMG SCOTTS MIRACLE GRO CO 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 XLP SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 GOOGL ALPHABET INC 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2019/12/31 KSS KOHLS CORP 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2019/12/31 IFF INTERNATIONAL FLAVORS&FRAGRA 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %
2019/12/31 CL COLGATE PALMOLIVE CO 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/12/31 SAM BOSTON BEER INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %