Oribel Capital Management as of Dec. 31, 2018
Portfolio Holdings for Oribel Capital Management
Oribel Capital Management holds 42 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Synopsys (SNPS) | 5.0 | $12M | 147k | 84.24 | |
| Ss&c Technologies Holding (SSNC) | 5.0 | $12M | 274k | 45.11 | |
| Amazon (AMZN) | 4.4 | $11M | 7.2k | 1502.14 | |
| Cintas Corporation (CTAS) | 4.3 | $11M | 63k | 168.00 | |
| Visa (V) | 4.0 | $10M | 76k | 131.94 | |
| Ecolab (ECL) | 3.6 | $8.9M | 61k | 147.37 | |
| Fidelity National Information Services (FIS) | 3.2 | $7.9M | 78k | 102.57 | |
| salesforce (CRM) | 3.2 | $7.9M | 58k | 136.95 | |
| Paychex (PAYX) | 3.2 | $7.9M | 121k | 65.15 | |
| Metropcs Communications (TMUS) | 3.2 | $7.8M | 123k | 63.60 | |
| Paypal Holdings (PYPL) | 3.1 | $7.6M | 91k | 84.09 | |
| Taiwan Semiconductor Mfg (TSM) | 3.0 | $7.4M | 201k | 36.91 | |
| F5 Networks (FFIV) | 3.0 | $7.4M | 46k | 162.03 | |
| Seagate Technology Com Stk | 3.0 | $7.3M | 189k | 38.59 | |
| Alphabet Inc Class A cs (GOOGL) | 2.9 | $7.2M | 6.9k | 1044.87 | |
| Automatic Data Processing (ADP) | 2.8 | $6.8M | 52k | 131.12 | |
| Electronic Arts (EA) | 2.6 | $6.5M | 82k | 78.92 | |
| Mellanox Technologies | 2.4 | $5.8M | 63k | 92.38 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $5.4M | 24k | 226.28 | |
| MasterCard Incorporated (MA) | 2.1 | $5.2M | 28k | 188.68 | |
| Madison Square Garden Cl A (MSGS) | 2.1 | $5.2M | 20k | 267.66 | |
| Altice Usa Inc cl a (ATUS) | 2.1 | $5.2M | 314k | 16.52 | |
| Crown Castle Intl (CCI) | 2.1 | $5.1M | 47k | 108.65 | |
| Msci (MSCI) | 2.1 | $5.1M | 35k | 147.43 | |
| Motorola Solutions (MSI) | 2.0 | $5.0M | 44k | 115.07 | |
| Trimble Navigation (TRMB) | 2.0 | $5.0M | 151k | 32.90 | |
| Ansys (ANSS) | 2.0 | $4.9M | 35k | 142.95 | |
| Microsoft Corporation (MSFT) | 2.0 | $4.8M | 48k | 101.55 | |
| Walt Disney Company (DIS) | 1.9 | $4.8M | 44k | 109.65 | |
| NetApp (NTAP) | 1.9 | $4.7M | 79k | 59.69 | |
| Lamar Advertising Co-a (LAMR) | 1.9 | $4.6M | 67k | 69.17 | |
| Infosys Technologies (INFY) | 1.6 | $3.8M | 400k | 9.52 | |
| Verisign (VRSN) | 1.4 | $3.5M | 24k | 148.33 | |
| First Data | 1.4 | $3.5M | 208k | 16.92 | |
| ON Semiconductor (ON) | 1.4 | $3.4M | 208k | 16.51 | |
| Discovery Communications | 1.3 | $3.2M | 128k | 24.75 | |
| Aspen Technology | 1.1 | $2.7M | 33k | 82.17 | |
| Oracle Corporation (ORCL) | 1.0 | $2.3M | 52k | 45.18 | |
| Hewlett Packard Enterprise (HPE) | 0.9 | $2.1M | 162k | 13.21 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.5 | $1.3M | 13k | 102.68 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.1M | 8.6k | 133.57 | |
| Ihs Markit | 0.5 | $1.1M | 24k | 47.95 |
