ShearLink Capital as of Sept. 30, 2015
Portfolio Holdings for ShearLink Capital
ShearLink Capital holds 16 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cornerstone Ondemand | 12.7 | $29M | 873k | 33.00 | |
| Grubhub | 9.8 | $22M | 911k | 24.34 | |
| Cavium | 8.1 | $19M | 302k | 61.37 | |
| Dunkin' Brands Group | 8.1 | $19M | 378k | 49.00 | |
| Fleetmatics | 7.9 | $18M | 366k | 49.09 | |
| Zendesk | 7.7 | $17M | 883k | 19.71 | |
| Sprouts Fmrs Mkt (SFM) | 7.4 | $17M | 797k | 21.10 | |
| Medidata Solutions | 7.2 | $16M | 387k | 42.11 | |
| Restoration Hardware Hldgs I | 6.9 | $16M | 168k | 93.31 | |
| Rubicon Proj | 6.8 | $16M | 1.1M | 14.53 | |
| Yelp Inc cl a (YELP) | 4.4 | $10M | 464k | 21.66 | |
| Financial Engines | 4.2 | $9.4M | 320k | 29.47 | |
| China Lodging | 4.0 | $9.1M | 373k | 24.33 | |
| Yelp Inc cmn | 2.2 | $5.0M | 230k | 21.66 | |
| Envision Healthcare Hlds | 1.4 | $3.1M | 85k | 36.79 | |
| Advisory Board Company | 1.4 | $3.1M | 67k | 45.53 |
