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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Cascabel Management LP INSTITUTION : Cascabel Management LP
Cascabel Management LP Latest Top 20 Portfolio Holdings: (Filing Date: 2015-11-13) --- full portfolio
Company (links to holding history) Ticker Value On
2015-09-30
No of Shares % of portfolio
QIHOO 360 TECHNOLOGY CO LTD    (ADS) QIHU 1,099,000 23,000 16.51%
YOUKU TUDOU INC    (SPONSORED ADR) YOKU 927,000 52,548 13.92%
APPLE INC    (COM) AAPL 637,000 5,774 9.57%
SOUFUN HLDGS LTD    (ADR) SFUN 606,000 91,771 9.10%
POWERSHARES QQQ TRUST    (UNIT SER 1) QQQQ 509,000 5,000 7.64%
VIPSHOP HLDGS LTD    (SPONSORED ADR) VIPS 457,000 27,205 6.86%
TIME WARNER INC    (COM NEW) TWX 407,000 5,918 6.11%
GOOGLE INC    (CL A) GOOG 319,000 500 4.79%
CULLEN FROST BANKERS INC    (COM) CFR 318,000 5,000 4.77%
E HOUSE CHINA HLDGS LTD    (COM) EJ 313,000 52,700 4.70%
TUBEMOGUL INC    (COM) TUBE 283,000 26,869 4.25%
PROSHARES TR    (PSHS ULTSH 20YRS) TBT 217,000 5,000 3.26%
YY INC    (ADS REPCOM CLA) YY 186,000 3,418 2.79%
ISHARES TR    (CHINA LG-CAP ETF) FXI 177,000 5,000 2.65%
RENREN INC    (SPONSORED ADR) RENN 78,000 25,000 1.17%
WHOLE FOODS MKT INC    (COM) WFMI 63,000 2,000 0.94%
ASCENT CAP GROUP INC    (COM SER A) ASCMA 27,000 1,000 0.40%
KINDER MORGAN INC DEL    (*W EXP 05/25/201) KMI/WS 19,000 20,501 0.28%
TRINET GROUP INC    (COM) TNET 8,000 504 0.12%
ZAYO GROUP HLDGS INC    (COM) ZAYO 5,000 199 0.07%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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