Open Field Capital as of June 30, 2014
Portfolio Holdings for Open Field Capital
Open Field Capital holds 37 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 |
|---|---|---|---|---|---|
| Fireeye | 6.1 | $7.6M | 188k | 40.55 | |
| Palo Alto Networks (PANW) | 5.7 | $7.1M | 85k | 83.85 | |
| Infinera (INFN) | 5.6 | $7.0M | 760k | 9.20 | |
| Aruba Networks | 5.1 | $6.4M | 365k | 17.52 | |
| salesforce (CRM) | 5.1 | $6.3M | 109k | 58.07 | |
| Pandora Media | 5.0 | $6.2M | 211k | 29.51 | |
| stock | 4.3 | $5.4M | 98k | 55.33 | |
| Tableau Software Inc Cl A | 4.2 | $5.2M | 73k | 71.32 | |
| Yelp Inc cl a (YELP) | 4.1 | $5.1M | 67k | 76.69 | |
| Retailmenot | 3.8 | $4.7M | 177k | 26.61 | |
| Proofpoint | 3.5 | $4.4M | 118k | 37.46 | |
| Rocket Fuel | 3.5 | $4.4M | 140k | 31.09 | |
| Baidu (BIDU) | 3.4 | $4.2M | 23k | 186.80 | |
| Cornerstone Ondemand | 2.8 | $3.5M | 76k | 46.01 | |
| E2open | 2.7 | $3.3M | 160k | 20.67 | |
| Linkedin Corp | 2.6 | $3.3M | 19k | 171.44 | |
| Grubhub | 2.6 | $3.2M | 91k | 35.41 | |
| Groupon | 2.5 | $3.1M | 463k | 6.62 | |
| Qlik Technologies | 2.2 | $2.8M | 123k | 22.62 | |
| Yandex Nv-a (YNDX) | 2.1 | $2.7M | 75k | 35.64 | |
| Servicenow (NOW) | 2.1 | $2.6M | 43k | 61.95 | |
| 2.0 | $2.5M | 4.3k | 584.56 | ||
| Marketo | 2.0 | $2.5M | 85k | 29.08 | |
| Fortinet (FTNT) | 1.9 | $2.4M | 95k | 25.14 | |
| Workday Inc cl a (WDAY) | 1.8 | $2.2M | 25k | 89.84 | |
| Imperva | 1.7 | $2.2M | 83k | 26.18 | |
| Voxeljet Ag ads | 1.7 | $2.1M | 103k | 20.94 | |
| Youku | 1.7 | $2.1M | 89k | 23.86 | |
| Ringcentral (RNG) | 1.5 | $1.9M | 125k | 15.13 | |
| Mellanox Technologies | 1.4 | $1.7M | 50k | 34.86 | |
| Google Inc Class C | 1.4 | $1.7M | 2.9k | 575.38 | |
| 2u (TWOU) | 1.0 | $1.3M | 75k | 16.81 | |
| Gigamon | 0.8 | $957k | 50k | 19.14 | |
| Infoblox | 0.7 | $821k | 62k | 13.16 | |
| NetSuite | 0.6 | $716k | 8.3k | 86.79 | |
| A10 Networks (ATEN) | 0.3 | $399k | 30k | 13.30 | |
| Boingo Wireless | 0.3 | $373k | 55k | 6.83 |
