Hillman as of Dec. 31, 2017
Portfolio Holdings for Hillman
Hillman holds 15 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 14.0 | $53M | 275k | 191.96 | |
| Constellation Brands (STZ) | 11.7 | $44M | 193k | 228.57 | |
| Facebook Inc cl a (META) | 10.8 | $41M | 232k | 176.46 | |
| Alphabet Inc Class A cs (GOOGL) | 10.7 | $40M | 38k | 1053.41 | |
| Redfin Corp (RDFN) | 10.3 | $39M | 1.2M | 31.32 | |
| Forum Energy Technolo | 9.7 | $37M | 2.4M | 15.55 | |
| priceline.com Incorporated | 8.7 | $33M | 19k | 1737.72 | |
| Ctrip.com International | 7.9 | $30M | 677k | 44.10 | |
| Twilio Inc cl a (TWLO) | 6.0 | $23M | 954k | 23.60 | |
| Genpact (G) | 2.6 | $10M | 314k | 31.74 | |
| Apollo Global Management 'a' | 2.4 | $9.2M | 274k | 33.47 | |
| Okta Inc cl a (OKTA) | 2.4 | $9.0M | 353k | 25.61 | |
| RTI Biologics | 2.3 | $8.7M | 2.1M | 4.10 | |
| Alarm Com Hldgs (ALRM) | 0.2 | $938k | 25k | 37.75 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $846k | 809.00 | 1045.74 |
