Hoplite Capital Management

Hoplite Capital Management as of Dec. 31, 2012

Portfolio Holdings for Hoplite Capital Management

Hoplite Capital Management holds 34 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Equinix 14.0 $153M 740k 206.20
AutoZone (AZO) 9.7 $105M 296k 354.43
Ulta Salon, Cosmetics & Fragrance (ULTA) 8.6 $93M 949k 98.26
Visa (V) 6.2 $68M 446k 151.58
Martin Marietta Materials (MLM) 6.2 $67M 711k 94.28
NVR (NVR) 5.3 $57M 62k 920.00
W.R. Grace & Co. 4.2 $46M 681k 67.23
Danaher Corporation (DHR) 3.8 $41M 738k 55.90
Michael Kors Holdings 3.6 $39M 772k 51.03
Whole Foods Market 3.4 $37M 407k 91.16
Cooper Companies (COO) 3.4 $37M 399k 92.48
Tripadvisor (TRIP) 3.4 $37M 876k 41.92
Monster Beverage 3.4 $37M 694k 52.84
DaVita (DVA) 3.2 $35M 318k 110.53
MasterCard Incorporated (MA) 3.1 $33M 68k 491.28
Mohawk Industries (MHK) 2.5 $28M 306k 90.47
Big Lots (BIG) 2.1 $23M 820k 28.46
Herbalife Ltd Com Stk (HLF) 2.1 $23M 705k 32.94
Flowers Foods (FLO) 1.9 $21M 891k 23.27
Informatica Corporation 1.7 $19M 622k 30.32
Eagle Materials (EXP) 1.5 $16M 276k 58.50
Vantiv Inc Cl A 1.3 $14M 674k 20.42
TransDigm Group Incorporated (TDG) 1.1 $12M 91k 136.36
Louisiana-Pacific Corporation (LPX) 0.9 $9.7M 500k 19.32
Dollar Tree (DLTR) 0.8 $8.2M 201k 40.56
priceline.com Incorporated 0.5 $5.1M 8.3k 620.36
SBA Communications Corporation 0.4 $4.4M 62k 70.97
Sally Beauty Holdings (SBH) 0.4 $4.1M 174k 23.57
News Corporation 0.3 $3.1M 121k 25.51
Time Warner 0.3 $2.9M 61k 47.83
Sherwin-Williams Company (SHW) 0.3 $2.9M 19k 153.83
Capital One Financial (COF) 0.2 $2.3M 40k 57.92
Six Flags Entertainment (SIX) 0.2 $1.9M 32k 61.19
Berkshire Hathaway (BRK.A) 0.0 $268k 2.00 134000.00