Category - John Vincent

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Tracking Tweedy Browne Portfolio – Q3 2018 Update

This text is a part of a collection that gives an ongoing evaluation of the modifications made to Tweedy Browne’s 13F portfolio on a quarterly foundation...

ADI ADP ALLE AMZN APTV AYI BAP BDX CERN CL CMG COO CRM DE Games GOOG HSIC IR JD JLL John Vincent MA MCHP MELI MSFT NKE SCHW SPY ST TMO TSM TXN V WAT XRAY

Tracking Al Gore’s Generation Investment Management Portfolio – Q3 2018 Update

This text is a part of a collection that gives an ongoing evaluation of the modifications made to Generation Investment Management’s 13F portfolio on a...

ADBE AMZN ATVI BABA BKNG CP CSX DLTR ea FB FDC FLT Games GOOG IQV John Vincent MELI MHK MSFT NIO NOW NVDA PAGS PYPL SBAC SE SQ STZ TDG TRU UNH UNP WYNN

Tracking Stephen Mandel’s Lone Pine Capital Portfolio – Q3 2018 Update

This text is a part of a collection that gives an ongoing evaluation of the modifications made to Stephen Mandel’s 13F portfolio on a quarterly foundation...

AGN AMG AMR ATU BAM BEL BEN BIDU CABO CEIX CKHUY CMCSA CNHI CNX CTL FCE.A FDX FRFHF FWONA FWONK Games GE GHC GLIBA GOOG GOOGL HCMLF HLT John Vincent KODK LAZ LLGLX LLINX LLPFX LLSCX MAT PK RLGY SOI SONC SUM tv UTX VIPS VSAT YUMC

Tracking Mason Hawkins’ Southeastern Asset Management Portfolio – Q3 2018 Update

This text is a part of a collection that gives an ongoing evaluation of the modifications made to Mason Hawkins’ 13F portfolio on a quarterly foundation...

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Tracking Yacktman Asset Management Portfolio – Q3 2018 Update

This text is a part of a collection that gives an ongoing evaluation of the modifications made to Yacktman’s 13F inventory portfolio on a quarterly foundation...

ADBE ADSK AMZN APO AVLR BABA BCS BEDU BILI BKNG CDAY CLDR COUP CRM DBX DESP DOCU DPZ EDU FB FCAU FEYE fit FLT FPI Games GDS HUYA IQ JCP JD John Vincent LC MA MDB MELI MSFT NETS new NFLX NOW OKTA ONE PSTG PVTL QSR RDFN REDU RUN SE SFTBY SHOP SOGO SPOT STG SWCH TAL TDG TEAM TWTR UXIN V ZTO

Tracking Chase Coleman’s Tiger Global Portfolio – Q2 2018 Update

This text is a part of a collection that gives an ongoing evaluation of the modifications made to Chase Coleman’s Tiger Global Administration 13F inventory...