MHH magellan high conviction trust
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Ann: MHH Fund Update - February 2021, page-2

  1. jubajosh21
    89 Posts.
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    11/03/21
    10:13
    Post #: 51680708
    Interesting to see the movements in the top five holdings:
    • Ali-baba - out
    • Facebook - in

    • Cash held reduced from 10% to 6%
    • US exposure increasing from 35% to 37%
    • Restaurants down from 8% to 7% (probably trimming Starbucks position)

    https://hotcopper.com.au/data/attachments/2989/2989834-0e87e9758c00654a780d921ce981ce05.jpg
    MHH Price at posting: $1.43 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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