Hunt Lane Capital as of March 31, 2018
Portfolio Holdings for Hunt Lane Capital
Hunt Lane Capital holds 17 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alibaba Group Holding (BABA) | 10.4 | $105M | 570k | 183.54 | |
Pagseguro Digital Ltd-cl A (PAGS) | 9.5 | $96M | 2.5M | 38.32 | |
Facebook Inc cl a (META) | 9.5 | $96M | 600k | 159.79 | |
Talend S A ads | 8.1 | $82M | 1.7M | 48.12 | |
Dxc Technology (DXC) | 6.9 | $70M | 692k | 100.53 | |
Palo Alto Networks (PANW) | 6.3 | $64M | 350k | 181.52 | |
Ringcentral (RNG) | 6.3 | $64M | 1.0M | 63.50 | |
Sony (SNEJF) | 5.6 | $56M | 1.2M | 48.31 | |
8x8 (EGHT) | 5.5 | $56M | 3.0M | 18.65 | |
Cloudera | 5.2 | $52M | 2.4M | 21.58 | |
Servicenow (NOW) | 4.9 | $50M | 300k | 165.45 | |
Wix (WIX) | 4.7 | $48M | 600k | 79.55 | |
Expedia (EXPE) | 4.6 | $46M | 420k | 110.41 | |
Zendesk | 4.3 | $43M | 900k | 47.87 | |
Metropcs Communications (TMUS) | 3.6 | $37M | 600k | 61.04 | |
Altice Usa Inc cl a (ATUS) | 3.0 | $31M | 1.7M | 18.48 | |
Amazon (AMZN) | 1.4 | $15M | 10k | 1447.30 |