Hoplite Capital Management as of Dec. 31, 2013
Portfolio Holdings for Hoplite Capital Management
Hoplite Capital Management holds 39 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Actavis | 6.9 | $245M | 1.5M | 168.00 | |
| H&R Block (HRB) | 5.5 | $197M | 6.8M | 29.04 | |
| Lowe's Companies (LOW) | 5.0 | $180M | 3.6M | 49.55 | |
| Valeant Pharmaceuticals Int | 4.6 | $163M | 1.4M | 117.40 | |
| Monster Beverage | 4.5 | $159M | 2.3M | 67.77 | |
| Jazz Pharmaceuticals (JAZZ) | 3.9 | $137M | 1.1M | 126.56 | |
| Mohawk Industries (MHK) | 3.8 | $136M | 911k | 148.90 | |
| KAR Auction Services (KAR) | 3.8 | $135M | 4.6M | 29.55 | |
| Dollar General (DG) | 3.4 | $119M | 2.0M | 60.32 | |
| Equinix | 3.3 | $117M | 660k | 177.45 | |
| Thermo Fisher Scientific (TMO) | 3.0 | $106M | 952k | 111.35 | |
| Estee Lauder Companies (EL) | 2.9 | $104M | 1.4M | 75.32 | |
| Yandex Nv-a (YNDX) | 2.9 | $102M | 2.4M | 43.15 | |
| Anheuser-Busch InBev NV (BUD) | 2.9 | $101M | 951k | 106.46 | |
| Vodafone | 2.8 | $100M | 2.6M | 39.31 | |
| Adobe Systems Incorporated (ADBE) | 2.7 | $97M | 1.6M | 59.88 | |
| Pitney Bowes (PBI) | 2.6 | $93M | 4.0M | 23.30 | |
| Dollar Tree (DLTR) | 2.5 | $87M | 1.5M | 56.42 | |
| Seaworld Entertainment (PRKS) | 2.3 | $81M | 2.8M | 28.77 | |
| Herbalife Ltd Com Stk (HLF) | 2.2 | $79M | 1.0M | 78.70 | |
| Zynga | 2.2 | $79M | 21M | 3.80 | |
| Autodesk (ADSK) | 2.2 | $79M | 1.6M | 50.32 | |
| Eagle Materials (EXP) | 2.2 | $78M | 1.0M | 77.43 | |
| Carter's (CRI) | 2.2 | $77M | 1.1M | 71.79 | |
| Armstrong World Industries (AWI) | 1.9 | $69M | 1.2M | 57.61 | |
| Endo Pharmaceuticals | 1.9 | $69M | 1.0M | 67.46 | |
| Michael Kors Holdings | 1.8 | $65M | 795k | 81.19 | |
| Baidu (BIDU) | 1.8 | $64M | 361k | 177.88 | |
| DSW | 1.8 | $64M | 1.5M | 42.73 | |
| Fortinet (FTNT) | 1.7 | $61M | 3.2M | 19.13 | |
| Walgreen Company | 1.6 | $58M | 1.0M | 57.44 | |
| Solarcity | 1.5 | $53M | 925k | 56.82 | |
| Realogy Hldgs (HOUS) | 1.4 | $50M | 1.0M | 49.47 | |
| Danaher Corporation (DHR) | 1.4 | $48M | 620k | 77.20 | |
| Interxion Holding | 1.3 | $47M | 2.0M | 23.61 | |
| Airgas | 1.3 | $46M | 414k | 111.85 | |
| Louisiana-Pacific Corporation (LPX) | 0.3 | $9.3M | 500k | 18.51 | |
| Crown Holdings (CCK) | 0.0 | $1.6M | 35k | 44.56 | |
| Berkshire Hathaway (BRK.A) | 0.0 | $356k | 2.00 | 178000.00 |
