Kavi Asset Management as of June 30, 2019
Portfolio Holdings for Kavi Asset Management
Kavi Asset Management holds 12 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cars (CARS) | 34.9 | $42M | 2.1M | 19.72 | |
| Metropcs Communications (TMUS) | 10.8 | $13M | 177k | 74.06 | |
| Aramark Hldgs (ARMK) | 10.4 | $13M | 348k | 36.04 | |
| Centene Corporation (CNC) | 8.3 | $10M | 191k | 52.43 | |
| MicroStrategy Incorporated (MSTR) | 6.7 | $8.1M | 57k | 143.22 | |
| Celgene Corporation | 5.4 | $6.5M | 70k | 92.44 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 5.0 | $6.0M | 181k | 33.24 | |
| D Stemline Therapeutics | 4.9 | $5.9M | 387k | 15.32 | |
| Avantor (AVTR) | 4.2 | $5.0M | 263k | 19.09 | |
| Fair Isaac Corporation (FICO) | 3.4 | $4.1M | 13k | 314.00 | |
| Elanco Animal Health (ELAN) | 3.3 | $3.9M | 117k | 33.81 | |
| Willscot Corp | 2.7 | $3.3M | 219k | 15.04 |
