Oribel Capital Management as of March 31, 2018
Portfolio Holdings for Oribel Capital Management
Oribel Capital Management holds 46 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 5.3 | $29M | 239k | 119.61 | |
| Verizon Communications (VZ) | 5.2 | $28M | 577k | 47.82 | |
| DST Systems | 4.5 | $24M | 289k | 83.64 | |
| Ss&c Technologies Holding (SSNC) | 4.5 | $24M | 447k | 53.64 | |
| Alibaba Group Holding (BABA) | 4.2 | $23M | 124k | 183.53 | |
| salesforce (CRM) | 4.2 | $22M | 192k | 116.29 | |
| Cintas Corporation (CTAS) | 3.9 | $21M | 122k | 170.57 | |
| Worldpay Ord | 3.6 | $19M | 233k | 82.24 | |
| Microsoft Corporation (MSFT) | 3.6 | $19M | 209k | 91.27 | |
| Marvell Technology Group | 3.2 | $17M | 831k | 21.00 | |
| Aon | 3.1 | $17M | 121k | 140.33 | |
| Aramark Hldgs (ARMK) | 3.1 | $17M | 426k | 39.56 | |
| Global Payments (GPN) | 3.1 | $17M | 150k | 111.53 | |
| Equinix (EQIX) | 2.7 | $15M | 35k | 418.16 | |
| Total System Services | 2.7 | $15M | 169k | 86.25 | |
| Microchip Technology (MCHP) | 2.7 | $14M | 157k | 91.35 | |
| Electronic Arts (EA) | 2.6 | $14M | 116k | 121.24 | |
| Flextronics International Ltd Com Stk (FLEX) | 2.4 | $13M | 802k | 16.31 | |
| Crown Castle Intl (CCI) | 2.2 | $12M | 109k | 109.59 | |
| Madison Square Garden Cl A (MSGS) | 2.2 | $12M | 48k | 245.80 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $12M | 54k | 216.07 | |
| MasterCard Incorporated (MA) | 2.1 | $12M | 66k | 175.15 | |
| Visteon Corporation (VC) | 2.0 | $11M | 97k | 110.25 | |
| Facebook Inc cl a (META) | 1.9 | $10M | 64k | 159.81 | |
| Te Connectivity Ltd for (TEL) | 1.8 | $9.7M | 98k | 99.92 | |
| Aspen Technology | 1.8 | $9.7M | 123k | 78.89 | |
| Servicenow (NOW) | 1.8 | $9.7M | 58k | 165.45 | |
| Analog Devices (ADI) | 1.8 | $9.4M | 103k | 91.13 | |
| Ca | 1.7 | $9.1M | 268k | 33.91 | |
| Juniper Networks (JNPR) | 1.4 | $7.7M | 317k | 24.33 | |
| Infosys Technologies (INFY) | 1.4 | $7.2M | 405k | 17.85 | |
| Amdocs Ltd ord (DOX) | 1.4 | $7.2M | 108k | 66.70 | |
| International Business Machines (IBM) | 1.3 | $7.1M | 46k | 153.45 | |
| Skyworks Solutions (SWKS) | 1.3 | $7.0M | 70k | 100.23 | |
| Semtech Corporation (SMTC) | 0.9 | $4.9M | 126k | 39.04 | |
| NVIDIA Corporation (NVDA) | 0.9 | $4.9M | 21k | 231.51 | |
| Synopsys (SNPS) | 0.8 | $4.4M | 52k | 83.21 | |
| Ubiquiti Networks | 0.8 | $4.3M | 62k | 68.77 | |
| Evoqua Water Technologies Corp | 0.8 | $4.3M | 201k | 21.29 | |
| Lamar Advertising Co-a (LAMR) | 0.6 | $3.1M | 49k | 63.69 | |
| Symantec Corporation | 0.5 | $2.4M | 93k | 25.84 | |
| Tenne | 0.4 | $2.3M | 43k | 54.91 | |
| Netflix (NFLX) | 0.4 | $2.3M | 7.7k | 295.26 | |
| Teradyne (TER) | 0.4 | $2.1M | 46k | 45.70 | |
| Dun & Bradstreet Corporation | 0.3 | $1.8M | 15k | 117.03 | |
| Microsemi Corporation | 0.1 | $752k | 12k | 64.83 |
