Hunt Lane Capital as of March 31, 2019
Portfolio Holdings for Hunt Lane Capital
Hunt Lane Capital holds 19 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pagseguro Digital Ltd-cl A (PAGS) | 13.2 | $97M | 3.3M | 29.85 | |
| Dropbox Inc-class A (DBX) | 10.0 | $74M | 3.4M | 21.80 | |
| Ringcentral (RNG) | 8.8 | $65M | 600k | 107.80 | |
| Altice Usa Inc cl a (ATUS) | 6.3 | $47M | 2.2M | 21.48 | |
| Alibaba Group Holding (BABA) | 6.1 | $45M | 245k | 182.45 | |
| Zayo Group Hldgs | 5.8 | $43M | 1.5M | 28.42 | |
| Palo Alto Networks (PANW) | 5.1 | $38M | 155k | 242.88 | |
| Tripadvisor (TRIP) | 5.1 | $38M | 730k | 51.45 | |
| Facebook Inc cl a (META) | 5.0 | $37M | 219k | 166.69 | |
| Domo Cl B Ord (DOMO) | 4.4 | $32M | 800k | 40.33 | |
| Autodesk (ADSK) | 4.2 | $31M | 200k | 155.82 | |
| Jd (JD) | 3.7 | $27M | 910k | 30.15 | |
| Talend S A ads | 3.7 | $27M | 535k | 50.57 | |
| Svmk Inc ordinary shares | 3.5 | $26M | 1.4M | 18.21 | |
| Mimecast | 3.4 | $25M | 520k | 47.35 | |
| HEALTH INSURANCE Common equity Innovations shares | 3.3 | $24M | 900k | 26.82 | |
| Nutanix Inc cl a (NTNX) | 3.1 | $23M | 600k | 37.74 | |
| Godaddy Inc cl a (GDDY) | 3.1 | $23M | 300k | 75.19 | |
| Wageworks | 2.3 | $17M | 447k | 37.76 |
