Engle Capital Management
Latest statistics and disclosures from Engle Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GPN, Godaddy Inc cl a, Worldpay Ord, Frontdoor Inc, Planet Fitness Inc-cl A, and represent 46.90% of Engle Capital Management's stock portfolio.
- Added to shares of these 10 stocks: Frontdoor Inc (+$19.96M), Godaddy Inc cl a (+$17.61M), Tableau Software Inc Cl A (+$14.80M), GPN (+$12.60M), Pagseguro Digital Ltd-cl A (+$11.04M), Teladoc (+$10.68M), Resideo Technologies Inc (+$10.19M), Planet Fitness Inc-cl A (+$9.96M), Avalara Inc (+$8.65M), Pluralsight Inc Cl A (+$6.73M).
- Started 6 new stock positions in Pagseguro Digital Ltd-cl A, Avalara Inc, Stoneco Ltd, Tabula Rasa Healthcare, Teladoc, Servicenow.
- Reduced shares in these 9 stocks: First Data (-$27.27M), Worldpay Ord (-$7.97M), Twenty-first Century Fox, Lpl Financial Holdings, Wix Com Ltd shs, Appian Corp cl a, Evertec, Alarm Com Hldgs, At Home Group Inc Com stock.
- Sold out of its positions in Evertec, Twenty-first Century Fox, Wix Com Ltd shs.
- Engle Capital Management was a net buyer of stock by $95.15M.
- Engle Capital Management has $384.59M in assets under management (AUM), growing by 70.49%.
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 |
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Past 13F-HR SEC Filings by Engle Capital Management
- Engle Capital Management 2018 Q4 filed Feb. 14, 2019
- Engle Capital Management 2018 Q3 filed Nov. 14, 2018
- Engle Capital Management 2018 Q2 filed Aug. 14, 2018
- Engle Capital Management 2018 Q1 filed May 15, 2018
- Engle Capital Management 2017 Q4 filed Feb. 14, 2018
- Engle Capital Management 2017 Q3 filed Nov. 14, 2017
- Engle Capital Management 2017 Q2 filed Aug. 14, 2017
- Engle Capital Management 2017 Q1 filed May 15, 2017
- Engle Capital Management 2016 Q4 filed Feb. 14, 2017