Engle Capital Management

Latest statistics and disclosures from Engle Capital Management's latest quarterly 13F-HR filing:

Companies in the Engle Capital Management portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Global Payments (GPN) 13.31 375000 +32% 136.52
Godaddy Inc cl a 11.73 600000 +64% 75.19
Worldpay Ord 7.82 265000 -20% 113.50
Frontdoor Inc 7.34 820000 +241% 34.42
Planet Fitness Inc-cl A 6.70 375000 +63% 68.72
Pluralsight Inc Cl A 6.70 812000 +35% 31.74
Lpl Financial Holdings 5.94 328000 -15% 69.65
First Data 4.54 665000 -60% 26.27
Tableau Software Inc Cl A 4.50 136000 +590% 127.28
Resideo Technologies Inc 4.41 880000 +150% 19.29
Alteryx 4.19 192000 +23% 83.87
At Home Group Inc Com stock 2.90 625000 17.86
Pagseguro Digital Ltd-cl A 2.87 370000 NEW 29.85
Teladoc 2.78 192000 NEW 55.60
Avalara Inc 2.25 155000 NEW 55.79
Angi Homeservices Inc 2.19 545000 +395% 15.44
Appian Corp cl a 1.97 220000 -26% 34.43
Smartsheet 1.91 180000 +50% 40.79
Alarm Com Hldgs 1.76 104000 -24% 64.90
Tabula Rasa Healthcare 1.47 100000 NEW 56.42
Stoneco Ltd 1.44 135000 NEW 41.11
Servicenow 1.28 20000 NEW 246.50

Past 13F-HR SEC Filings by Engle Capital Management

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