Lyon Street Capital

Lyon Street Capital as of March 31, 2019

Portfolio Holdings for Lyon Street Capital

Lyon Street Capital holds 44 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
Grand Canyon Education (LOPE) 3.9 $1.3M 11k 114.55
Nv5 Holding (NVEE) 3.4 $1.1M 19k 59.36
Dropbox Inc-class A (DBX) 3.4 $1.1M 50k 21.80
Green Dot Corporation (GDOT) 3.3 $1.1M 18k 60.66
Tempur-Pedic International (TPX) 3.2 $1.0M 18k 57.67
Glu Mobile 3.1 $1.0M 93k 10.94
Upland Software (UPLD) 3.0 $978k 23k 42.35
Palo Alto Networks (PANW) 3.0 $974k 4.0k 242.95
Homestreet (HMST) 2.9 $949k 36k 26.36
Biotelemetry 2.9 $929k 15k 62.60
TeleNav 2.9 $925k 152k 6.07
Microsoft Corporation (MSFT) 2.8 $893k 7.6k 117.93
Amazon (AMZN) 2.7 $892k 501.00 1780.44
Facebook Inc cl a (META) 2.7 $888k 5.3k 166.64
Alphabet Inc Class A cs (GOOGL) 2.7 $883k 750.00 1177.33
Eldorado Resorts 2.7 $871k 19k 46.68
Ringcentral (RNG) 2.6 $857k 8.0k 107.80
HEALTH INSURANCE Common equity Innovations shares 2.6 $842k 31k 26.82
Five9 (FIVN) 2.6 $838k 16k 52.80
Calix (CALX) 2.4 $794k 103k 7.70
8x8 (EGHT) 2.4 $780k 39k 20.21
Sailpoint Technlgies Hldgs I 2.3 $758k 26k 28.71
eHealth (EHTH) 2.3 $743k 12k 62.34
Turning Pt Brands (TPB) 2.2 $710k 15k 46.08
Ultra Clean Holdings (UCTT) 2.0 $661k 64k 10.36
Orbcomm 2.0 $659k 97k 6.78
Boot Barn Hldgs (BOOT) 2.0 $645k 22k 29.43
Tree (TREE) 1.9 $626k 1.8k 351.69
Allergan 1.8 $586k 4.0k 146.50
Dmc Global (BOOM) 1.8 $587k 12k 49.63
Model N (MODN) 1.8 $577k 33k 17.53
Hanger Orthopedic 1.8 $573k 30k 19.04
J Global (ZD) 1.8 $574k 6.6k 86.59
Nexpoint Residential Tr (NXRT) 1.7 $565k 15k 38.35
D Stemline Therapeutics 1.7 $545k 42k 12.85
Highpoint Res Corp 1.6 $538k 244k 2.21
Mitek Systems (MITK) 1.5 $500k 41k 12.23
Tyler Technologies (TYL) 1.5 $491k 2.4k 204.58
Funko (FNKO) 1.4 $448k 21k 21.73
Mastercraft Boat Holdings (MCFT) 1.4 $446k 20k 22.57
Harmonic (HLIT) 1.2 $387k 71k 5.43
Winnebago Industries (WGO) 1.2 $381k 12k 31.15
Bandwidth (BAND) 1.0 $326k 4.9k 66.86
Marchex (MCHX) 1.0 $314k 67k 4.72