Banbury Partners as of June 30, 2019
Portfolio Holdings for Banbury Partners
Banbury Partners holds 14 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 10.4 | $32M | 80k | 395.18 | |
| Keysight Technologies (KEYS) | 10.0 | $30M | 337k | 89.81 | |
| Zoetis Cl A (ZTS) | 9.4 | $28M | 250k | 113.49 | |
| Servicenow (NOW) | 8.9 | $27M | 98k | 274.57 | |
| Ss&c Technologies Holding (SSNC) | 8.6 | $26M | 450k | 57.61 | |
| New York Times Cl A (NYT) | 7.7 | $23M | 718k | 32.62 | |
| Workday Cl A (WDAY) | 7.7 | $23M | 113k | 205.58 | |
| Fair Isaac Corporation (FICO) | 7.6 | $23M | 74k | 314.02 | |
| Insulet Corporation (PODD) | 7.2 | $22M | 183k | 119.38 | |
| Palo Alto Networks (PANW) | 6.5 | $20M | 96k | 203.76 | |
| Facebook Cl A (META) | 6.4 | $19M | 100k | 193.00 | |
| Carvana Cl A (CVNA) | 5.8 | $18M | 282k | 62.59 | |
| Cargurus Com Cl A (CARG) | 3.5 | $11M | 290k | 36.11 | |
| Cree | 0.3 | $981k | 18k | 56.18 |
