Guardian Point Capital as of Dec. 31, 2020
Portfolio Holdings for Guardian Point Capital
Guardian Point Capital holds 20 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ss&c Technologies Holding (SSNC) | 10.4 | $40M | 550k | 72.75 | |
| Brp Group Com Cl A (BRP) | 9.6 | $37M | 1.2M | 29.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.1 | $35M | 20k | 1751.90 | |
| Iac Interactive Ord | 8.6 | $33M | 175k | 189.35 | |
| Facebook Cl A (META) | 7.1 | $27M | 100k | 273.16 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.2 | $24M | 150k | 158.37 | |
| Amazon (AMZN) | 5.5 | $21M | 6.5k | 3256.92 | |
| Apollo Global Mgmt Com Cl A | 5.1 | $20M | 400k | 48.98 | |
| Upwork (UPWK) | 4.9 | $19M | 550k | 34.52 | |
| Spdr Gold Tr Gold Shs (GLD) | 4.6 | $18M | 100k | 178.36 | |
| Redfin Corp (RDFN) | 4.5 | $17M | 250k | 68.63 | |
| Cornerstone Buil | 4.2 | $16M | 1.8M | 9.28 | |
| Patrick Industries (PATK) | 3.5 | $14M | 200k | 68.35 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $13M | 100k | 127.07 | |
| Bank of America Corporation (BAC) | 3.1 | $12M | 400k | 30.31 | |
| Wells Fargo & Company (WFC) | 3.1 | $12M | 400k | 30.18 | |
| Take-Two Interactive Software (TTWO) | 2.7 | $10M | 50k | 207.80 | |
| Vy Global Growth Unit 99/99/9999 | 2.4 | $9.1M | 850k | 10.76 | |
| NVR (NVR) | 1.1 | $4.1M | 1.0k | 4080.00 | |
| Greentree Hospitality Group Sponsored Ads (GHG) | 1.0 | $4.0M | 300k | 13.40 |
