Hunt Lane Capital as of Sept. 30, 2017
Portfolio Holdings for Hunt Lane Capital
Hunt Lane Capital holds 17 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alibaba Group Hldg Sponsored Ads (BABA) | 10.8 | $69M | 400k | 172.71 | |
Talend S A Ads | 9.4 | $60M | 1.5M | 40.94 | |
Ringcentral Cl A (RNG) | 9.1 | $59M | 1.4M | 41.75 | |
Dxc Technology (DXC) | 7.6 | $49M | 570k | 85.88 | |
Servicenow (NOW) | 6.9 | $44M | 378k | 117.53 | |
8x8 (EGHT) | 6.9 | $44M | 3.3M | 13.50 | |
Sony (SNEJF) | 6.8 | $44M | 1.2M | 37.21 | |
Facebook Cl A (META) | 6.8 | $44M | 256k | 170.87 | |
Ubiquiti Networks | 5.5 | $35M | 630k | 56.02 | |
Cognizant Technology Solutio Cl A (CTSH) | 5.2 | $34M | 462k | 72.54 | |
Electronic Arts (EA) | 4.7 | $30M | 257k | 118.06 | |
Pandora Media | 3.8 | $25M | 3.2M | 7.70 | |
Uniti Group Inc Com reit (UNIT) | 3.7 | $24M | 1.6M | 14.66 | |
Nuance Communications | 3.7 | $24M | 1.5M | 15.72 | |
New Relic | 3.4 | $22M | 436k | 49.80 | |
Zendesk | 3.1 | $20M | 681k | 29.11 | |
Wix SHS (WIX) | 2.4 | $15M | 210k | 71.85 |