SQN Investors as of June 30, 2018
Portfolio Holdings for SQN Investors
SQN Investors holds 17 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shutterfly | 11.9 | $1.2B | 1.3M | 900.30 | |
| Pegasystems (PEGA) | 10.9 | $1.1B | 2.0M | 548.00 | |
| Apptio Inc cl a | 9.7 | $991M | 2.7M | 362.00 | |
| Yelp Inc cl a (YELP) | 8.3 | $846M | 2.2M | 391.80 | |
| Godaddy Inc cl a (GDDY) | 7.9 | $801M | 1.1M | 706.00 | |
| Stamps | 7.2 | $734M | 290k | 2530.50 | |
| Box Inc cl a (BOX) | 6.3 | $643M | 2.6M | 249.90 | |
| Wix (WIX) | 5.9 | $602M | 600k | 1003.00 | |
| Mindbody | 5.3 | $535M | 1.4M | 386.00 | |
| Model N (MODN) | 5.0 | $509M | 2.7M | 186.00 | |
| Adt (ADT) | 5.0 | $505M | 5.8M | 86.50 | |
| Electronics For Imaging | 4.2 | $429M | 1.3M | 325.60 | |
| Cloudera | 3.8 | $387M | 2.8M | 136.40 | |
| Angi Homeservices | 3.8 | $385M | 2.5M | 153.80 | |
| Instructure | 3.7 | $380M | 894k | 425.50 | |
| Talend S A ads | 0.9 | $97M | 155k | 622.80 | |
| Pivotal Software Inc ordinary shares | 0.1 | $15M | 60k | 242.70 |
