Pagoda Asset Management as of March 31, 2018
Portfolio Holdings for Pagoda Asset Management
Pagoda Asset Management holds 20 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 |
|---|---|---|---|---|---|
| KAR Auction Services (KAR) | 14.7 | $35M | 647k | 54.20 | |
| Melco Crown Entertainment (MLCO) | 9.6 | $23M | 792k | 28.98 | |
| Tapestry (TPR) | 9.2 | $22M | 416k | 52.61 | |
| Hyatt Hotels Corporation (H) | 7.2 | $17M | 226k | 76.26 | |
| Microsoft Corporation (MSFT) | 6.9 | $17M | 181k | 91.27 | |
| Nike (NKE) | 6.7 | $16M | 242k | 66.44 | |
| Metropcs Communications (TMUS) | 5.8 | $14M | 226k | 61.04 | |
| Alibaba Group Holding (BABA) | 5.7 | $14M | 74k | 183.54 | |
| AutoNation (AN) | 5.0 | $12M | 253k | 46.78 | |
| Godaddy Inc cl a (GDDY) | 4.4 | $11M | 173k | 61.42 | |
| Qorvo (QRVO) | 3.8 | $9.1M | 129k | 70.45 | |
| Akamai Technologies (AKAM) | 3.4 | $8.1M | 114k | 70.98 | |
| Carnival Corporation (CCL) | 3.1 | $7.5M | 114k | 65.58 | |
| Ralph Lauren Corp (RL) | 2.7 | $6.5M | 58k | 111.81 | |
| Amdocs Ltd ord (DOX) | 2.7 | $6.4M | 96k | 66.72 | |
| Apple (AAPL) | 2.7 | $6.4M | 38k | 167.79 | |
| DISH Network | 2.1 | $5.0M | 132k | 37.89 | |
| Texas Roadhouse (TXRH) | 2.0 | $4.8M | 84k | 57.78 | |
| Echostar Corporation (SATS) | 1.1 | $2.7M | 51k | 52.77 | |
| La Quinta Holdings | 1.1 | $2.6M | 135k | 18.91 |
