Pivot Point Capital Partners as of Sept. 30, 2012
Portfolio Holdings for Pivot Point Capital Partners
Pivot Point Capital Partners holds 8 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Watts Water Technologies (WTS) | 17.0 | $23M | 605k | 37.83 | |
| Beacon Roofing Supply (BECN) | 16.0 | $22M | 756k | 28.48 | |
| Informatica Corporation | 14.9 | $20M | 576k | 34.85 | |
| K12 | 11.8 | $16M | 782k | 20.20 | |
| Ansys (ANSS) | 11.6 | $16M | 212k | 73.40 | |
| Forward Air Corporation | 10.5 | $14M | 466k | 30.41 | |
| Lpl Financial Holdings (LPLA) | 10.1 | $14M | 474k | 28.54 | |
| Bankrate | 8.1 | $11M | 699k | 15.58 |