Shelter Haven Capital Management as of March 31, 2020
Portfolio Holdings for Shelter Haven Capital Management
Shelter Haven Capital Management holds 16 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor (TSEM) | 15.0 | $40M | 2.5M | 15.92 | |
| Commscope Hldg (COMM) | 13.1 | $35M | 3.8M | 9.11 | |
| Nutanix Inc cl a (NTNX) | 9.8 | $26M | 1.6M | 15.80 | |
| Inphi Corporation | 8.8 | $23M | 292k | 79.17 | |
| NVIDIA Corporation (NVDA) | 7.0 | $18M | 70k | 263.60 | |
| Zynga | 6.7 | $18M | 2.6M | 6.85 | |
| Fabrinet (FN) | 5.9 | $16M | 286k | 54.56 | |
| Diamond Eagle Acquisition Corp diamond eagle acq cl a | 5.0 | $13M | 1.1M | 12.34 | |
| Broadcom (AVGO) | 4.9 | $13M | 54k | 240.11 | |
| Eldorado Resorts | 4.3 | $11M | 789k | 14.40 | |
| Bandwidth (BAND) | 4.1 | $11M | 161k | 67.29 | |
| LivePerson (LPSN) | 3.7 | $9.8M | 431k | 22.75 | |
| Five9 (FIVN) | 3.4 | $9.0M | 117k | 76.46 | |
| Qualcomm (QCOM) | 3.1 | $8.1M | 120k | 67.65 | |
| Nuance Communications | 2.9 | $7.6M | 456k | 16.78 | |
| Caesars Entertainment | 2.4 | $6.3M | 927k | 6.76 |
