Hunt Lane Capital as of Dec. 31, 2018
Portfolio Holdings for Hunt Lane Capital
Hunt Lane Capital holds 15 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altice Usa Inc cl a (ATUS) | 11.0 | $74M | 4.5M | 16.52 | |
| Dropbox Inc-class A (DBX) | 10.8 | $73M | 3.6M | 20.43 | |
| Zayo Group Hldgs | 10.5 | $71M | 3.1M | 22.84 | |
| Facebook Inc cl a (META) | 10.3 | $70M | 530k | 131.09 | |
| Nutanix Inc cl a (NTNX) | 10.0 | $67M | 1.6M | 41.59 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 7.8 | $52M | 2.8M | 18.73 | |
| Ringcentral (RNG) | 7.3 | $50M | 600k | 82.44 | |
| Palo Alto Networks (PANW) | 6.4 | $43M | 230k | 188.35 | |
| Talend S A ads | 6.0 | $41M | 1.1M | 37.08 | |
| Autodesk (ADSK) | 5.7 | $39M | 300k | 128.61 | |
| RealPage | 3.4 | $23M | 480k | 48.19 | |
| Expedia (EXPE) | 3.3 | $23M | 200k | 112.65 | |
| LogMeIn | 3.0 | $20M | 250k | 81.57 | |
| Wix (WIX) | 2.3 | $16M | 175k | 90.34 | |
| Alibaba Group Holding (BABA) | 2.0 | $14M | 100k | 137.07 |
