Hunt Lane Capital as of March 31, 2020
Portfolio Holdings for Hunt Lane Capital
Hunt Lane Capital holds 23 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 10.0 | $34M | 175k | 194.48 | |
| Mimecast | 9.1 | $31M | 875k | 35.30 | |
| Jd (JD) | 8.6 | $29M | 725k | 40.50 | |
| Take-Two Interactive Software (TTWO) | 6.1 | $21M | 175k | 118.61 | |
| Ringcentral (RNG) | 5.7 | $20M | 92k | 211.91 | |
| Clarivate Analytics Plc sn (CLVT) | 5.3 | $18M | 875k | 20.75 | |
| salesforce (CRM) | 5.0 | $17M | 117k | 143.98 | |
| Facebook Inc cl a (META) | 4.9 | $17M | 100k | 166.80 | |
| Zendesk | 4.9 | $17M | 260k | 64.01 | |
| Sprout Social Cl A Ord (SPT) | 4.8 | $16M | 1.0M | 15.96 | |
| Booking Holdings (BKNG) | 4.6 | $16M | 12k | 1345.30 | |
| Amazon (AMZN) | 4.3 | $15M | 7.5k | 1949.73 | |
| Workday Inc cl a (WDAY) | 4.2 | $14M | 110k | 130.22 | |
| Altice Usa Inc cl a (ATUS) | 3.8 | $13M | 585k | 22.29 | |
| Global Payments (GPN) | 3.4 | $12M | 80k | 144.22 | |
| Talend S A ads | 3.4 | $11M | 510k | 22.43 | |
| Domo Cl B Ord (DOMO) | 3.2 | $11M | 1.1M | 9.94 | |
| Five9 (FIVN) | 3.2 | $11M | 140k | 76.46 | |
| World Wrestling Entertainment | 2.0 | $6.8M | 200k | 33.93 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.6 | $5.5M | 13k | 436.35 | |
| Bill Com Holdings Ord (BILL) | 0.8 | $2.6M | 75k | 34.20 | |
| Snap Inc cl a (SNAP) | 0.6 | $2.1M | 180k | 11.89 | |
| Square Inc cl a (SQ) | 0.4 | $1.3M | 25k | 52.40 |
