Engle Capital Management as of March 31, 2018
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 21 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| At Home Group | 9.5 | $19M | 600k | 32.04 | |
| Planet Fitness Inc-cl A (PLNT) | 8.8 | $18M | 475k | 37.77 | |
| Godaddy Inc cl a (GDDY) | 8.5 | $17M | 280k | 61.42 | |
| Global Payments (GPN) | 8.0 | $16M | 145k | 111.52 | |
| Worldpay Ord | 6.8 | $14M | 167k | 82.24 | |
| Commercehub Inc Com Ser C | 6.3 | $13M | 567k | 22.49 | |
| Lpl Financial Holdings (LPLA) | 6.2 | $13M | 205k | 61.07 | |
| E TRADE Financial Corporation | 6.1 | $13M | 225k | 55.41 | |
| Wix (WIX) | 4.7 | $9.5M | 120k | 79.55 | |
| Insperity (NSP) | 4.6 | $9.4M | 135k | 69.55 | |
| Alarm Com Hldgs (ALRM) | 3.9 | $8.0M | 212k | 37.74 | |
| Paypal Holdings (PYPL) | 3.7 | $7.6M | 100k | 75.87 | |
| Alteryx | 3.7 | $7.6M | 222k | 34.14 | |
| Interactive Brokers (IBKR) | 3.7 | $7.5M | 112k | 67.24 | |
| Hamilton Lane Inc Common (HLNE) | 3.7 | $7.5M | 202k | 37.23 | |
| Amazon (AMZN) | 3.6 | $7.4M | 5.1k | 1447.25 | |
| Appian Corp cl a (APPN) | 2.7 | $5.5M | 220k | 25.18 | |
| Teladoc (TDOC) | 1.6 | $3.2M | 80k | 40.30 | |
| Box Inc cl a (BOX) | 1.3 | $2.6M | 127k | 20.55 | |
| Grubhub | 1.2 | $2.5M | 25k | 101.48 | |
| Victory Cap Hldgs (VCTR) | 1.2 | $2.5M | 200k | 12.30 |
