Hunt Lane Capital as of Sept. 30, 2018
Portfolio Holdings for Hunt Lane Capital
Hunt Lane Capital holds 14 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altice Usa Inc cl a (ATUS) | 11.5 | $98M | 5.4M | 18.14 | |
| Dropbox Inc-class A (DBX) | 9.2 | $78M | 2.9M | 26.83 | |
| Facebook Inc cl a (META) | 9.0 | $77M | 465k | 164.46 | |
| Nutanix Inc cl a (NTNX) | 8.6 | $73M | 1.7M | 42.72 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 8.2 | $69M | 2.5M | 27.67 | |
| Autodesk (ADSK) | 8.1 | $69M | 440k | 156.11 | |
| Talend S A ads | 7.6 | $65M | 925k | 69.74 | |
| Alibaba Group Holding (BABA) | 7.6 | $64M | 390k | 164.76 | |
| Zayo Group Hldgs | 7.2 | $61M | 1.8M | 34.72 | |
| Expedia (EXPE) | 6.8 | $58M | 445k | 130.48 | |
| Ringcentral (RNG) | 6.6 | $56M | 600k | 93.05 | |
| Servicenow (NOW) | 4.6 | $39M | 200k | 195.63 | |
| LogMeIn | 2.6 | $23M | 252k | 89.10 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.5 | $22M | 66k | 325.88 |
