Blackcrane Capital as of March 31, 2019
Portfolio Holdings for Blackcrane Capital
Blackcrane Capital holds 10 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 20.2 | $15M | 128k | 117.94 | |
| Visa (V) | 14.9 | $11M | 72k | 156.19 | |
| Nxp Semiconductors N V (NXPI) | 13.8 | $10M | 117k | 88.39 | |
| Nice Systems (NICE) | 9.9 | $7.4M | 60k | 122.51 | |
| Iqvia Holdings (IQV) | 9.8 | $7.3M | 51k | 143.85 | |
| Guidewire Software (GWRE) | 8.4 | $6.3M | 64k | 97.16 | |
| Technipfmc (FTI) | 8.1 | $6.1M | 261k | 23.38 | |
| Takeda Pharmaceutical (TAK) | 5.2 | $3.9M | 190k | 20.37 | |
| Norwegian Cruise Line Hldgs (NCLH) | 5.0 | $3.7M | 68k | 54.95 | |
| Icon (ICLR) | 4.8 | $3.6M | 26k | 136.57 |
