ShearLink Capital as of Dec. 31, 2015
Portfolio Holdings for ShearLink Capital
ShearLink Capital holds 13 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cornerstone Ondemand | 15.9 | $38M | 1.1M | 34.53 | |
| Envision Healthcare Hlds | 10.4 | $25M | 964k | 25.97 | |
| Restoration Hardware Hldgs I | 10.3 | $25M | 310k | 79.45 | |
| Medidata Solutions | 9.6 | $23M | 464k | 49.29 | |
| Sprouts Fmrs Mkt (SFM) | 9.5 | $23M | 859k | 26.59 | |
| Fleetmatics | 8.9 | $21M | 420k | 50.79 | |
| Qualys (QLYS) | 6.4 | $15M | 461k | 33.09 | |
| Zendesk | 6.2 | $15M | 561k | 26.44 | |
| Cerner Corporation | 4.8 | $12M | 191k | 60.17 | |
| Financial Engines | 4.6 | $11M | 330k | 33.67 | |
| Rubicon Proj | 4.6 | $11M | 665k | 16.45 | |
| Grubhub | 4.5 | $11M | 448k | 24.20 | |
| Linkedin Corp | 4.3 | $10M | 45k | 225.09 |
