Open Field Capital as of Sept. 30, 2014
Portfolio Holdings for Open Field Capital
Open Field Capital holds 37 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Infinera (INFN) | 8.5 | $5.6M | 529k | 10.67 | |
| Aruba Networks | 6.7 | $4.4M | 206k | 21.58 | |
| Palo Alto Networks (PANW) | 6.4 | $4.3M | 43k | 98.09 | |
| salesforce (CRM) | 5.5 | $3.7M | 64k | 57.54 | |
| stock | 5.4 | $3.6M | 66k | 55.36 | |
| Fireeye | 4.7 | $3.2M | 103k | 30.55 | |
| Pandora Media | 4.7 | $3.1M | 129k | 24.16 | |
| Yelp Inc cl a (YELP) | 4.6 | $3.1M | 45k | 68.23 | |
| Linkedin Corp | 4.3 | $2.9M | 14k | 207.74 | |
| Tableau Software Inc Cl A | 4.1 | $2.7M | 38k | 72.67 | |
| Proofpoint | 3.3 | $2.2M | 59k | 37.15 | |
| Workday Inc cl a (WDAY) | 3.1 | $2.1M | 25k | 82.48 | |
| Grubhub | 2.4 | $1.6M | 47k | 34.24 | |
| 2.4 | $1.6M | 2.7k | 588.41 | ||
| Baidu (BIDU) | 2.4 | $1.6M | 7.2k | 218.19 | |
| Groupon | 2.3 | $1.5M | 229k | 6.68 | |
| Servicenow (NOW) | 2.2 | $1.5M | 25k | 58.84 | |
| Cornerstone Ondemand | 2.2 | $1.4M | 42k | 34.42 | |
| Facebook Inc cl a (META) | 2.0 | $1.3M | 17k | 79.03 | |
| Retailmenot | 1.9 | $1.3M | 79k | 16.15 | |
| Qlik Technologies | 1.8 | $1.2M | 45k | 27.05 | |
| Fortinet (FTNT) | 1.8 | $1.2M | 48k | 25.27 | |
| Rocket Fuel | 1.7 | $1.1M | 72k | 15.80 | |
| Marketo | 1.5 | $1.0M | 31k | 32.30 | |
| E2open | 1.4 | $931k | 100k | 9.31 | |
| Infoblox | 1.4 | $920k | 62k | 14.74 | |
| Imperva | 1.3 | $866k | 30k | 28.72 | |
| Google Inc Class C | 1.3 | $866k | 1.5k | 577.33 | |
| Mellanox Technologies | 1.2 | $808k | 18k | 44.89 | |
| Youku | 1.2 | $796k | 44k | 17.93 | |
| Voxeljet Ag ads | 1.2 | $784k | 57k | 13.86 | |
| 2u (TWOU) | 1.2 | $772k | 50k | 15.60 | |
| Yandex Nv-a (YNDX) | 1.1 | $763k | 28k | 27.80 | |
| Ringcentral (RNG) | 1.1 | $743k | 59k | 12.70 | |
| NetSuite | 1.1 | $739k | 8.3k | 89.58 | |
| Boingo Wireless | 0.6 | $389k | 55k | 7.13 | |
| A10 Networks (ATEN) | 0.1 | $102k | 11k | 9.07 |
