Engle Capital Management as of March 31, 2020
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 17 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Frontdoor (FTDR) | 13.0 | $39M | 1.1M | 34.78 | |
| Fidelity National Information Services (FIS) | 12.0 | $36M | 297k | 121.64 | |
| Alteryx | 11.0 | $33M | 349k | 95.17 | |
| Peloton Interactive Inc cl a (PTON) | 9.2 | $28M | 1.1M | 26.55 | |
| Crown Holdings (CCK) | 8.7 | $26M | 454k | 58.04 | |
| Godaddy Inc cl a (GDDY) | 8.6 | $26M | 455k | 57.11 | |
| Paypal Holdings (PYPL) | 6.5 | $20M | 206k | 95.74 | |
| Repay Hldgs Corp (RPAY) | 5.9 | $18M | 1.2M | 14.35 | |
| Avalara | 5.2 | $16M | 211k | 74.60 | |
| Planet Fitness Inc-cl A (PLNT) | 5.1 | $16M | 318k | 48.70 | |
| Microsoft Corporation (MSFT) | 4.2 | $13M | 81k | 157.72 | |
| Bill Com Holdings Ord (BILL) | 3.2 | $9.6M | 280k | 34.20 | |
| Iheartmedia (IHRT) | 2.7 | $8.0M | 1.1M | 7.31 | |
| Servicenow (NOW) | 2.1 | $6.4M | 23k | 286.58 | |
| Pegasystems (PEGA) | 1.1 | $3.2M | 45k | 71.22 | |
| Global Payments (GPN) | 1.0 | $2.9M | 20k | 144.25 | |
| Appian Corp cl a (APPN) | 0.3 | $1.0M | 25k | 40.24 |
