ROAM Global Management as of Dec. 31, 2020
Portfolio Holdings for ROAM Global Management
ROAM Global Management holds 17 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ihs Markit Ord SHS | 22.4 | $31M | 347k | 89.83 | |
| salesforce (CRM) | 14.8 | $21M | 93k | 222.53 | |
| Vertiv Holdings Cl A Ord Com Cl A (VRT) | 8.5 | $12M | 634k | 18.67 | |
| Paypal Holdings (PYPL) | 8.1 | $11M | 48k | 234.20 | |
| Fiserv (FI) | 7.3 | $10M | 90k | 113.86 | |
| Fidelity National Information Services (FIS) | 7.0 | $9.8M | 69k | 141.47 | |
| Workday Cl A Ord Cl A (WDAY) | 6.2 | $8.7M | 36k | 239.61 | |
| Moody's Corporation (MCO) | 3.8 | $5.3M | 18k | 290.22 | |
| Clarivate Ord Ord Shs (CLVT) | 3.6 | $5.0M | 168k | 29.71 | |
| Ptc (PTC) | 3.1 | $4.4M | 37k | 119.62 | |
| Transunion (TRU) | 3.0 | $4.2M | 43k | 99.21 | |
| CoStar (CSGP) | 2.7 | $3.8M | 4.1k | 924.34 | |
| Alibaba Group Holding Adr Rep 8 Ord Sponsored Ads (BABA) | 2.5 | $3.5M | 15k | 232.71 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 2.4 | $3.4M | 253k | 13.42 | |
| Farfetch Cl A Ord Ord Sh Cl A (FTCHQ) | 2.4 | $3.4M | 53k | 63.80 | |
| Burlington Stores (BURL) | 1.2 | $1.7M | 6.6k | 261.60 | |
| Vroom | 0.8 | $1.1M | 26k | 40.97 |
