Engle Capital Management as of March 31, 2019
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 22 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 |
|---|---|---|---|---|---|
| Global Payments (GPN) | 13.3 | $51M | 375k | 136.52 | |
| Godaddy Inc cl a (GDDY) | 11.7 | $45M | 600k | 75.19 | |
| Worldpay Ord | 7.8 | $30M | 265k | 113.50 | |
| Frontdoor (FTDR) | 7.3 | $28M | 820k | 34.42 | |
| Planet Fitness Inc-cl A (PLNT) | 6.7 | $26M | 375k | 68.72 | |
| Pluralsight Inc Cl A | 6.7 | $26M | 812k | 31.74 | |
| Lpl Financial Holdings (LPLA) | 5.9 | $23M | 328k | 69.65 | |
| First Data | 4.5 | $18M | 665k | 26.27 | |
| Tableau Software Inc Cl A | 4.5 | $17M | 136k | 127.28 | |
| Resideo Technologies (REZI) | 4.4 | $17M | 880k | 19.29 | |
| Alteryx | 4.2 | $16M | 192k | 83.87 | |
| At Home Group | 2.9 | $11M | 625k | 17.86 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 2.9 | $11M | 370k | 29.85 | |
| Teladoc (TDOC) | 2.8 | $11M | 192k | 55.60 | |
| Avalara | 2.2 | $8.6M | 155k | 55.79 | |
| Angi Homeservices (ANGI) | 2.2 | $8.4M | 545k | 15.44 | |
| Appian Corp cl a (APPN) | 2.0 | $7.6M | 220k | 34.43 | |
| Smartsheet (SMAR) | 1.9 | $7.3M | 180k | 40.79 | |
| Alarm Com Hldgs (ALRM) | 1.8 | $6.7M | 104k | 64.90 | |
| Tabula Rasa Healthcare | 1.5 | $5.6M | 100k | 56.42 | |
| Stoneco (STNE) | 1.4 | $5.5M | 135k | 41.11 | |
| Servicenow (NOW) | 1.3 | $4.9M | 20k | 246.50 |
