Woodbine Capital Dumps All Of Its Google And Netflix, While Cranking Up Bets On Emerging Markets

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Woodbine Capital, a fund started by two former Soros managers, is out with its latest 13-F.

What stands out are some big bets on emerging markets:

  • iShares FTSE China 25 IDX -- 128,000 shares
  • Market Fectors ETF Russia -- 425,000 shares
  • Call options on MSCI iShares (Emerging Markets)
  • Mosaic -- 30,000 shares

Notably absent from its last 13-F: Google, Netflix, Coinstar, and jetBLue.

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Source: http://feedproxy.google.com/~r/businessinsider/~3/vioVLt_cxH8/woodbine-capital-dumps-google-netflix-2011-5

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