ShearLink Capital as of Sept. 30, 2017
Portfolio Holdings for ShearLink Capital
ShearLink Capital holds 19 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cavium | 17.0 | $43M | 647k | 65.94 | |
| stock | 7.9 | $20M | 298k | 66.43 | |
| Sensata Technologies Hldg Bv | 7.2 | $18M | 374k | 48.07 | |
| Servicenow (NOW) | 6.8 | $17M | 146k | 117.53 | |
| Palo Alto Networks (PANW) | 6.6 | $17M | 115k | 144.10 | |
| Facebook Inc cl a (META) | 6.2 | $16M | 91k | 170.87 | |
| salesforce (CRM) | 5.3 | $13M | 143k | 93.42 | |
| Netflix (NFLX) | 5.1 | $13M | 70k | 181.35 | |
| Ellie Mae | 4.7 | $12M | 143k | 82.13 | |
| Skyworks Solutions (SWKS) | 4.1 | $10M | 102k | 101.90 | |
| Floor & Decor Hldgs Inc cl a (FND) | 4.1 | $10M | 262k | 38.93 | |
| Paylocity Holding Corporation (PCTY) | 4.0 | $10M | 208k | 48.82 | |
| National Instruments | 4.0 | $10M | 237k | 42.17 | |
| CBS Corporation | 3.5 | $8.8M | 152k | 58.00 | |
| Envision Healthcare | 3.1 | $7.9M | 175k | 44.95 | |
| Burlington Stores (BURL) | 2.9 | $7.3M | 76k | 95.46 | |
| O'reilly Automotive (ORLY) | 2.8 | $7.0M | 32k | 215.37 | |
| Black Knight Finl Svcs Inc cl a | 2.7 | $6.8M | 157k | 43.05 | |
| At Home Group | 2.0 | $5.0M | 218k | 22.84 |
