Lamond Capital Partners as of Sept. 30, 2013
Portfolio Holdings for Lamond Capital Partners
Lamond Capital Partners holds 14 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 14.3 | $24M | 485k | 50.23 | |
| Palo Alto Networks (PANW) | 11.2 | $19M | 416k | 45.82 | |
| Linkedin Corp | 10.4 | $18M | 72k | 246.06 | |
| Qlik Technologies | 9.5 | $16M | 470k | 34.23 | |
| Retailmenot | 9.2 | $16M | 440k | 35.57 | |
| Informatica Corporation | 7.9 | $14M | 345k | 38.97 | |
| 7.6 | $13M | 15k | 875.92 | ||
| Rally Software Development | 6.7 | $11M | 380k | 29.96 | |
| Fidelity National Information Services (FIS) | 5.8 | $9.8M | 210k | 46.44 | |
| IntercontinentalEx.. | 5.2 | $8.9M | 49k | 181.41 | |
| Tibco Software | 4.5 | $7.7M | 302k | 25.59 | |
| Visa (V) | 3.5 | $5.9M | 31k | 191.10 | |
| MasterCard Incorporated (MA) | 3.5 | $5.9M | 8.8k | 672.81 | |
| Xoom | 0.6 | $953k | 30k | 31.77 |
