# DAVIDE LEONE & PARTNERS INVESTMENT Co LLP

> Institutional holdings reported to the SEC as of Q4 2018 on Form 13F. CIK 1538773. Source: https://holderbook.com/funds/1538773-davide-leone-partners-investment-co-llp/

- Reported value: $1.0B
- Positions: 10
- Weight of the ten largest: 100.0%
- Filed: 2019-02-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALTABA INC | [AABA](https://holderbook.com/stocks/AABA/) | $243.8M | 4,207,500 | 23.7% | 1 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $223.8M | 5,841,935 | 21.8% | 1 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $222.4M | 0 | 21.6% | 1 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $91.0M | 1,242,106 | 8.9% | 1 |
| INCYTE CORP | [INCY](https://holderbook.com/stocks/INCY/) | $82.8M | 1,301,460 | 8.1% | 1 |
| BLACKBERRY LTD | [BB](https://holderbook.com/stocks/BB/) | $60.2M | 8,463,064 | 5.9% | 1 |
| ACADIA HEALTHCARE COMPANY IN | [ACHC](https://holderbook.com/stocks/ACHC/) | $47.6M | 1,851,390 | 4.6% | 1 |
| ILLUMINA INC | - | $38.8M | 29,461,000 | 3.8% | 1 |
| ILLUMINA INC | - | $17.1M | 14,000,000 | 1.7% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $306.0K | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2018 | $1.0B | 10 |