Engle Capital Management as of March 31, 2017
Portfolio Holdings for Engle Capital Management
Engle Capital Management holds 24 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Godaddy Inc cl a (GDDY) | 12.4 | $21M | 540k | 37.90 | |
| Global Payments (GPN) | 9.6 | $16M | 195k | 80.68 | |
| SLM Corporation (SLM) | 7.8 | $13M | 1.1M | 12.10 | |
| Wix (WIX) | 7.6 | $13M | 185k | 67.90 | |
| Paypal Holdings (PYPL) | 6.1 | $10M | 233k | 43.02 | |
| Synchrony Financial (SYF) | 5.2 | $8.6M | 251k | 34.30 | |
| At Home Group | 5.2 | $8.5M | 560k | 15.16 | |
| Alarm Com Hldgs (ALRM) | 4.9 | $8.1M | 263k | 30.74 | |
| Box Inc cl a (BOX) | 4.7 | $7.7M | 472k | 16.31 | |
| Insperity (NSP) | 4.6 | $7.5M | 85k | 88.65 | |
| Commercehub Inc Com Ser C | 4.4 | $7.2M | 466k | 15.53 | |
| Amazon (AMZN) | 3.7 | $6.2M | 6.9k | 886.54 | |
| Square Inc cl a (SQ) | 3.2 | $5.3M | 306k | 17.28 | |
| Amc Entmt Hldgs Inc Cl A | 3.0 | $5.0M | 159k | 31.45 | |
| Vantiv Inc Cl A | 2.9 | $4.7M | 74k | 64.12 | |
| Jeld-wen Hldg (JELD) | 2.6 | $4.3M | 130k | 32.85 | |
| Healthequity (HQY) | 2.5 | $4.1M | 97k | 42.45 | |
| Wayfair (W) | 2.4 | $4.0M | 98k | 40.49 | |
| Wynn Resorts (WYNN) | 2.3 | $3.8M | 33k | 114.61 | |
| SVB Financial (SIVBQ) | 1.7 | $2.9M | 15k | 186.10 | |
| Aquaventure Holdings | 1.5 | $2.5M | 147k | 17.07 | |
| Lendingclub | 0.9 | $1.5M | 277k | 5.49 | |
| First Republic Bank/san F (FRCB) | 0.6 | $910k | 9.7k | 93.81 | |
| Commercehub Inc Com Ser A | 0.3 | $464k | 30k | 15.47 |
