Engle Capital Management as of June 30, 2019
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 21 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 |
|---|---|---|---|---|---|
| Frontdoor (FTDR) | 14.8 | $62M | 1.4M | 43.55 | |
| Godaddy Inc cl a (GDDY) | 11.1 | $47M | 665k | 70.15 | |
| Worldpay Cl A | 10.9 | $46M | 375k | 122.55 | |
| Global Payments (GPN) | 8.7 | $37M | 228k | 160.13 | |
| Alteryx Com Cl A | 6.5 | $28M | 252k | 109.12 | |
| Lpl Financial Holdings (LPLA) | 6.4 | $27M | 329k | 81.57 | |
| First Data | 6.3 | $27M | 977k | 27.07 | |
| Smartsheet Com Cl A (SMAR) | 5.7 | $24M | 500k | 48.40 | |
| Planet Fitness Cl A (PLNT) | 4.6 | $20M | 270k | 72.44 | |
| Avalara | 4.5 | $19M | 265k | 72.20 | |
| Resideo Technologies (REZI) | 4.1 | $18M | 797k | 21.92 | |
| Pluralsight Com Cl A | 4.0 | $17M | 563k | 30.32 | |
| Appian Corp Cl A (APPN) | 2.7 | $12M | 320k | 36.07 | |
| Upland Software (UPLD) | 2.1 | $8.9M | 195k | 45.53 | |
| Thunder Bridge Acquisition Shs Class A | 1.6 | $6.7M | 644k | 10.43 | |
| Servicenow (NOW) | 1.6 | $6.6M | 24k | 274.58 | |
| Change Healthcare | 1.4 | $5.8M | 400k | 14.60 | |
| Tabula Rasa Healthcare | 0.9 | $4.0M | 80k | 49.92 | |
| Teladoc (TDOC) | 0.9 | $3.8M | 57k | 66.40 | |
| Avantor (AVTR) | 0.8 | $3.3M | 175k | 19.09 | |
| Alarm Com Hldgs (ALRM) | 0.4 | $1.6M | 30k | 53.50 |
