SQN Investors as of Sept. 30, 2018
Portfolio Holdings for SQN Investors
SQN Investors holds 16 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yelp Inc cl a (YELP) | 11.1 | $115M | 2.3M | 49.20 | |
| Shutterfly | 10.1 | $104M | 1.6M | 65.89 | |
| Pegasystems (PEGA) | 10.0 | $104M | 1.7M | 62.60 | |
| Mindbody | 7.7 | $79M | 1.9M | 40.65 | |
| Wix (WIX) | 7.2 | $74M | 621k | 119.70 | |
| Apptio Inc cl a | 7.1 | $73M | 2.0M | 36.96 | |
| Angi Homeservices (ANGI) | 6.9 | $71M | 3.0M | 23.48 | |
| Stamps | 6.8 | $71M | 312k | 226.20 | |
| Box Inc cl a (BOX) | 5.5 | $57M | 2.4M | 23.91 | |
| Talend S A ads | 5.3 | $55M | 784k | 69.74 | |
| Mongodb Inc. Class A (MDB) | 4.8 | $49M | 605k | 81.55 | |
| Adt (ADT) | 4.6 | $47M | 5.0M | 9.39 | |
| Godaddy Inc cl a (GDDY) | 4.5 | $46M | 554k | 83.39 | |
| Worldpay Ord | 3.8 | $39M | 389k | 101.27 | |
| Pivotal Software Inc ordinary shares | 3.3 | $34M | 1.7M | 19.58 | |
| Rapid7 (RPD) | 1.6 | $16M | 435k | 36.92 |
