ShearLink Capital as of June 30, 2016
Portfolio Holdings for ShearLink Capital
ShearLink Capital holds 13 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualys (QLYS) | 12.8 | $30M | 988k | 29.81 | |
| Envision Healthcare Hlds | 11.2 | $26M | 1.0M | 25.37 | |
| Servicenow (NOW) | 11.0 | $25M | 379k | 66.40 | |
| Skyworks Solutions (SWKS) | 10.2 | $23M | 370k | 63.28 | |
| Cavium | 9.9 | $23M | 590k | 38.60 | |
| Adobe Systems Incorporated (ADBE) | 8.6 | $20M | 207k | 95.79 | |
| stock | 8.0 | $18M | 339k | 54.18 | |
| Cadence Design Systems (CDNS) | 6.3 | $14M | 593k | 24.30 | |
| Cerner Corporation | 6.1 | $14M | 240k | 58.60 | |
| Bright Horizons Fam Sol In D (BFAM) | 5.0 | $11M | 172k | 66.31 | |
| Lowe's Companies (LOW) | 4.8 | $11M | 138k | 79.17 | |
| Fleetmatics | 4.7 | $11M | 248k | 43.33 | |
| WisdomTree Investments (WT) | 1.5 | $3.5M | 360k | 9.79 |
