Rivulet Capital as of March 31, 2023
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 15.2 | $231M | 1.1M | 206.54 | |
| Nice Sponsored Adr (NICE) | 14.8 | $225M | 981k | 228.89 | |
| Aptar (ATR) | 12.9 | $195M | 1.7M | 118.19 | |
| Mastercard Incorporated Cl A (MA) | 10.9 | $166M | 457k | 363.41 | |
| Five Below (FIVE) | 8.7 | $133M | 645k | 205.97 | |
| Fiserv (FI) | 8.7 | $132M | 1.2M | 113.03 | |
| Fidelity National Information Services (FIS) | 6.5 | $99M | 1.8M | 54.33 | |
| Ptc (PTC) | 6.2 | $94M | 734k | 128.23 | |
| Intuit (INTU) | 5.0 | $76M | 170k | 445.83 | |
| Dun & Bradstreet Hldgs | 4.8 | $73M | 6.2M | 11.74 | |
| Fair Isaac Corporation (FICO) | 3.3 | $51M | 72k | 702.69 | |
| Dollar Tree (DLTR) | 2.9 | $44M | 306k | 143.55 |
