Hoplite Capital Management as of March 31, 2014
Portfolio Holdings for Hoplite Capital Management
Hoplite Capital Management holds 35 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sunedison | 8.3 | $302M | 16M | 18.84 | |
| Actavis | 5.0 | $182M | 884k | 205.85 | |
| H&R Block (HRB) | 4.7 | $171M | 5.7M | 30.19 | |
| Lowe's Companies (LOW) | 4.1 | $150M | 3.1M | 48.90 | |
| Mohawk Industries (MHK) | 4.0 | $145M | 1.1M | 135.98 | |
| Citrix Systems | 3.9 | $142M | 2.5M | 57.44 | |
| Walgreen Company | 3.9 | $141M | 2.1M | 66.03 | |
| Zynga | 3.9 | $140M | 33M | 4.30 | |
| KAR Auction Services (KAR) | 3.8 | $139M | 4.6M | 30.35 | |
| Pitney Bowes (PBI) | 3.4 | $123M | 4.7M | 25.99 | |
| Baidu (BIDU) | 3.3 | $121M | 791k | 152.27 | |
| Endo International (ENDPQ) | 3.3 | $119M | 1.7M | 68.65 | |
| DSW | 3.2 | $117M | 3.3M | 35.86 | |
| Northstar Realty Finance | 3.2 | $117M | 7.2M | 16.14 | |
| Valeant Pharmaceuticals Int | 3.2 | $115M | 873k | 131.83 | |
| Keurig Green Mtn | 2.9 | $106M | 1.0M | 105.59 | |
| Jazz Pharmaceuticals (JAZZ) | 2.9 | $104M | 753k | 138.68 | |
| Micron Technology (MU) | 2.8 | $102M | 4.3M | 23.66 | |
| Cemex SAB de CV (CX) | 2.7 | $98M | 7.7M | 12.63 | |
| Autodesk (ADSK) | 2.6 | $94M | 1.9M | 49.18 | |
| Dollar Tree (DLTR) | 2.6 | $93M | 1.8M | 52.18 | |
| Estee Lauder Companies (EL) | 2.4 | $88M | 1.3M | 66.88 | |
| SolarWinds | 2.4 | $88M | 2.1M | 42.63 | |
| Seaworld Entertainment (PRKS) | 2.3 | $85M | 2.8M | 30.23 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $80M | 1.2M | 65.74 | |
| Eagle Materials (EXP) | 2.1 | $76M | 861k | 88.66 | |
| Pandora Media | 1.8 | $64M | 2.1M | 30.32 | |
| J.C. Penney Company | 1.7 | $63M | 7.3M | 8.62 | |
| Monster Beverage | 1.6 | $59M | 850k | 69.45 | |
| Forest Laboratories | 1.5 | $56M | 606k | 92.27 | |
| Fortinet (FTNT) | 1.5 | $53M | 2.4M | 22.03 | |
| Interxion Holding | 1.3 | $48M | 2.0M | 23.98 | |
| Danaher Corporation (DHR) | 1.3 | $47M | 620k | 75.00 | |
| Armstrong World Industries (AWI) | 0.0 | $1.2M | 23k | 53.27 | |
| Berkshire Hathaway (BRK.A) | 0.0 | $375k | 2.00 | 187500.00 |
