Lamond Capital Partners as of June 30, 2014
Portfolio Holdings for Lamond Capital Partners
Lamond Capital Partners holds 18 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| King Digital Entertainment | 13.6 | $20M | 954k | 20.55 | |
| Gilead Sciences (GILD) | 9.9 | $14M | 173k | 82.91 | |
| Fidelity National Information Services (FIS) | 9.7 | $14M | 256k | 54.74 | |
| Infoblox | 8.7 | $13M | 950k | 13.15 | |
| VMware | 8.2 | $12M | 122k | 96.81 | |
| Red Hat | 6.7 | $9.7M | 176k | 55.27 | |
| DigitalGlobe | 5.8 | $8.3M | 300k | 27.80 | |
| Aol | 5.3 | $7.6M | 191k | 39.79 | |
| NCR Corporation (VYX) | 4.5 | $6.5M | 185k | 35.09 | |
| MasterCard Incorporated (MA) | 4.4 | $6.4M | 87k | 73.47 | |
| Rally Software Development | 4.0 | $5.7M | 525k | 10.89 | |
| DISH Network | 3.5 | $5.1M | 78k | 65.08 | |
| Alliance Data Systems Corporation (BFH) | 3.3 | $4.8M | 17k | 281.24 | |
| SeaChange International | 3.3 | $4.8M | 596k | 8.01 | |
| Intercontinental Exchange (ICE) | 3.1 | $4.5M | 24k | 188.92 | |
| Tree | 2.2 | $3.2M | 111k | 29.14 | |
| Vivus | 2.2 | $3.2M | 600k | 5.32 | |
| Glu Mobile | 1.4 | $2.1M | 412k | 5.00 |
