ShearLink Capital as of June 30, 2017
Portfolio Holdings for ShearLink Capital
ShearLink Capital holds 17 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cavium | 13.4 | $31M | 490k | 62.13 | |
| Servicenow (NOW) | 9.4 | $21M | 201k | 106.00 | |
| Sherwin-Williams Company (SHW) | 7.8 | $18M | 50k | 350.95 | |
| National Instruments | 7.6 | $17M | 429k | 40.22 | |
| Black Knight Finl Svcs Inc cl a | 7.0 | $16M | 386k | 40.95 | |
| Palo Alto Networks (PANW) | 6.8 | $16M | 116k | 133.81 | |
| CoStar (CSGP) | 6.8 | $15M | 58k | 263.59 | |
| stock | 6.3 | $14M | 251k | 56.89 | |
| Envision Healthcare | 5.7 | $13M | 206k | 62.67 | |
| Skyworks Solutions (SWKS) | 5.3 | $12M | 127k | 95.95 | |
| Sensata Technologies Hldg Bv | 4.0 | $9.0M | 210k | 42.72 | |
| Lowe's Companies (LOW) | 3.9 | $9.0M | 116k | 77.53 | |
| CBS Corporation | 3.9 | $8.9M | 140k | 63.78 | |
| Facebook Inc cl a (META) | 3.8 | $8.7M | 58k | 150.99 | |
| Paylocity Holding Corporation (PCTY) | 3.8 | $8.6M | 191k | 45.18 | |
| O'reilly Automotive (ORLY) | 2.5 | $5.6M | 26k | 218.75 | |
| salesforce (CRM) | 2.0 | $4.6M | 54k | 86.60 |
