ShearLink Capital as of March 31, 2017
Portfolio Holdings for ShearLink Capital
ShearLink Capital holds 20 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 10.2 | $26M | 292k | 87.47 | |
| Cavium | 9.4 | $24M | 331k | 71.66 | |
| CoStar (CSGP) | 6.8 | $17M | 82k | 207.21 | |
| stock | 6.5 | $16M | 264k | 62.29 | |
| Cadence Design Systems (CDNS) | 6.3 | $16M | 506k | 31.40 | |
| Skyworks Solutions (SWKS) | 6.3 | $16M | 161k | 97.98 | |
| National Instruments | 6.2 | $16M | 480k | 32.56 | |
| CarMax (KMX) | 5.0 | $13M | 212k | 59.22 | |
| Paylocity Holding Corporation (PCTY) | 4.8 | $12M | 315k | 38.63 | |
| Envision Healthcare | 4.6 | $12M | 188k | 61.32 | |
| WisdomTree Investments (WT) | 4.0 | $10M | 1.1M | 9.08 | |
| Sherwin-Williams Company (SHW) | 3.8 | $9.5M | 31k | 310.20 | |
| Ellie Mae | 3.8 | $9.5M | 95k | 100.27 | |
| Sprouts Fmrs Mkt (SFM) | 3.8 | $9.5M | 409k | 23.12 | |
| Bright Horizons Fam Sol In D (BFAM) | 3.7 | $9.4M | 129k | 72.49 | |
| salesforce (CRM) | 3.7 | $9.3M | 113k | 82.49 | |
| O'reilly Automotive (ORLY) | 3.7 | $9.3M | 35k | 269.85 | |
| Echo Global Logistics | 3.1 | $7.7M | 362k | 21.35 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $6.0M | 7.1k | 847.83 | |
| Facebook Inc cl a (META) | 2.0 | $5.0M | 35k | 142.06 |
