Highside Global Management as of March 31, 2020
Portfolio Holdings for Highside Global Management
Highside Global 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 |
|---|---|---|---|---|---|
| Verisign (VRSN) | 7.8 | $13M | 71k | 180.10 | |
| Godaddy Inc cl a (GDDY) | 7.8 | $13M | 224k | 57.11 | |
| Grocery Outlet Hldg Corp (GO) | 7.6 | $13M | 364k | 34.34 | |
| Fair Isaac Corporation (FICO) | 7.5 | $13M | 41k | 307.68 | |
| Liberty Broadband Cl C (LBRDK) | 6.7 | $11M | 100k | 110.72 | |
| Walt Disney Company (DIS) | 6.3 | $10M | 108k | 96.60 | |
| Alteryx | 6.2 | $10M | 108k | 95.17 | |
| Black Knight | 6.1 | $10M | 174k | 58.06 | |
| Global Payments (GPN) | 5.8 | $9.5M | 66k | 144.23 | |
| Iaa | 5.8 | $9.5M | 317k | 29.96 | |
| Avantor (AVTR) | 5.7 | $9.4M | 751k | 12.49 | |
| Pegasystems (PEGA) | 5.4 | $8.9M | 125k | 71.23 | |
| Gci Liberty Incorporated | 5.1 | $8.4M | 148k | 56.97 | |
| HEICO Corporation (HEI.A) | 4.3 | $7.2M | 112k | 63.90 | |
| Goosehead Ins (GSHD) | 4.2 | $7.0M | 157k | 44.63 | |
| Planet Fitness Inc-cl A (PLNT) | 4.1 | $6.8M | 139k | 48.70 | |
| Ross Stores (ROST) | 3.6 | $6.0M | 69k | 86.97 |
