Engle Capital Management as of June 30, 2020
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 21 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 11.4 | $71M | 405k | 174.23 | |
| Peloton Interactive Cl A Com (PTON) | 9.3 | $58M | 1.0M | 57.77 | |
| Frontdoor (FTDR) | 9.1 | $57M | 1.3M | 44.33 | |
| Godaddy Cl A (GDDY) | 9.0 | $56M | 765k | 73.33 | |
| Crown Holdings (CCK) | 8.7 | $54M | 825k | 65.13 | |
| Bill Com Holdings Ord (BILL) | 7.3 | $45M | 500k | 90.21 | |
| Lpl Financial Holdings (LPLA) | 6.3 | $39M | 500k | 78.40 | |
| eBay (EBAY) | 6.2 | $38M | 733k | 52.45 | |
| Alteryx Com Cl A | 5.8 | $36M | 220k | 164.28 | |
| Amazon (AMZN) | 5.3 | $33M | 12k | 2758.83 | |
| Repay Holdings Corp Com Cl A (RPAY) | 5.0 | $31M | 1.3M | 24.63 | |
| Avalara | 4.7 | $29M | 221k | 133.09 | |
| Cloudflare Cl A Com (NET) | 3.2 | $20M | 550k | 35.95 | |
| Wix SHS (WIX) | 2.8 | $17M | 67k | 256.22 | |
| Livongo Health | 1.6 | $9.8M | 130k | 75.19 | |
| Pegasystems (PEGA) | 1.3 | $8.1M | 80k | 101.17 | |
| Angi Homeservices Com Cl A (ANGI) | 0.9 | $5.5M | 455k | 12.15 | |
| Vroom | 0.7 | $4.6M | 89k | 52.14 | |
| Green Dot Corp Cl A (GDOT) | 0.7 | $4.1M | 84k | 49.08 | |
| Open Lending Corp Com Cl A (LPRO) | 0.3 | $2.0M | 130k | 15.10 | |
| Insurance Acquisition Corp Cl A | 0.3 | $1.8M | 135k | 12.96 |
