Incline Global Management as of Dec. 31, 2022
Portfolio Holdings for Incline Global Management
Incline Global Management holds 23 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 7.3 | $20M | 108k | 183.68 | |
| Uber Technologies (UBER) | 7.1 | $19M | 780k | 24.73 | |
| Wright Express (WEX) | 7.0 | $19M | 116k | 163.65 | |
| Ss&c Technologies Holding (SSNC) | 7.0 | $19M | 363k | 52.06 | |
| Pagseguro Digital Ltd-cl A Com Cl A (PAGS) | 7.0 | $19M | 2.2M | 8.74 | |
| Visa Inc-class A Shares Com Cl A (V) | 6.9 | $19M | 90k | 207.76 | |
| Mastercard Inc - A Cl A (MA) | 6.7 | $18M | 52k | 347.73 | |
| Match Group (MTCH) | 6.6 | $18M | 433k | 41.49 | |
| Fiserv (FI) | 6.4 | $17M | 170k | 101.07 | |
| News Corp - Class A Cl A (NWSA) | 5.8 | $16M | 867k | 18.20 | |
| Global Payments (GPN) | 5.3 | $14M | 144k | 99.32 | |
| Stoneco Ltd-a Com Cl A (STNE) | 5.3 | $14M | 1.5M | 9.44 | |
| Fidelity National Information Services (FIS) | 5.3 | $14M | 210k | 67.85 | |
| Apollo Global Mgmt (APO) | 5.2 | $14M | 222k | 63.79 | |
| Nike Inc -cl B CL B (NKE) | 3.0 | $8.3M | 71k | 117.01 | |
| S&p Global (SPGI) | 1.9 | $5.0M | 15k | 334.94 | |
| Amazon (AMZN) | 1.8 | $4.8M | 58k | 84.00 | |
| Microsoft Corporation (MSFT) | 1.6 | $4.4M | 18k | 239.82 | |
| Transunion (TRU) | 0.7 | $1.8M | 32k | 56.75 | |
| Iac Com New (IAC) | 0.7 | $1.8M | 40k | 44.40 | |
| Meta Platforms Inc-class A Cl A (META) | 0.6 | $1.6M | 14k | 120.34 | |
| Alphabet Inc-cl A Cap Stk Cl A (GOOGL) | 0.5 | $1.4M | 16k | 88.23 | |
| Paypal Holdings (PYPL) | 0.4 | $1.1M | 15k | 71.22 |
