ShearLink Capital as of March 31, 2016
Portfolio Holdings for ShearLink Capital
ShearLink Capital holds 16 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualys (QLYS) | 11.1 | $28M | 1.1M | 25.31 | |
| Fleetmatics | 9.5 | $24M | 586k | 40.71 | |
| Cadence Design Systems (CDNS) | 9.5 | $24M | 1.0M | 23.58 | |
| Envision Healthcare Hlds | 8.0 | $20M | 988k | 20.40 | |
| Zendesk | 8.0 | $20M | 961k | 20.93 | |
| Adobe Systems Incorporated (ADBE) | 7.9 | $20M | 213k | 93.80 | |
| Sprouts Fmrs Mkt (SFM) | 7.8 | $20M | 677k | 29.04 | |
| Cornerstone Ondemand | 6.3 | $16M | 487k | 32.77 | |
| Servicenow (NOW) | 5.9 | $15M | 243k | 61.18 | |
| salesforce (CRM) | 4.8 | $12M | 162k | 73.83 | |
| Crown Castle Intl (CCI) | 4.7 | $12M | 137k | 86.50 | |
| Skyworks Solutions (SWKS) | 4.3 | $11M | 138k | 77.90 | |
| Rubicon Proj | 4.0 | $10M | 552k | 18.28 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.9 | $9.9M | 51k | 193.75 | |
| Facebook Cl A (META) | 3.3 | $8.4M | 73k | 114.10 | |
| Globant S A (GLOB) | 0.9 | $2.3M | 73k | 30.86 |
