Tiger Eye Capital as of March 31, 2019
Portfolio Holdings for Tiger Eye Capital
Tiger Eye Capital holds 44 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gci Liberty Incorporated | 19.8 | $81M | 1.5M | 55.61 | |
| IAC/InterActive | 6.5 | $27M | 127k | 210.11 | |
| Visa (V) | 5.8 | $24M | 154k | 156.19 | |
| Adobe Systems Incorporated (ADBE) | 5.2 | $21M | 80k | 266.49 | |
| Altaba | 5.0 | $21M | 277k | 74.12 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $18M | 65k | 273.73 | |
| Microsoft Corporation (MSFT) | 4.1 | $17M | 144k | 117.94 | |
| MasterCard Incorporated (MA) | 4.1 | $17M | 72k | 235.45 | |
| Amazon (AMZN) | 3.9 | $16M | 9.1k | 1780.73 | |
| Smartsheet (SMAR) | 3.9 | $16M | 392k | 40.79 | |
| Atlassian Corp Plc cl a | 3.6 | $15M | 133k | 112.39 | |
| Roper Industries (ROP) | 3.5 | $15M | 42k | 341.98 | |
| Iqvia Holdings (IQV) | 3.5 | $15M | 101k | 143.85 | |
| Madison Square Garden Cl A (MSGS) | 3.3 | $14M | 47k | 293.13 | |
| Anthem (ELV) | 3.3 | $13M | 47k | 286.97 | |
| TransDigm Group Incorporated (TDG) | 2.9 | $12M | 26k | 453.98 | |
| Servicenow (NOW) | 2.5 | $11M | 43k | 246.48 | |
| Paypal Holdings (PYPL) | 2.1 | $8.6M | 83k | 103.84 | |
| Netflix (NFLX) | 2.0 | $8.4M | 24k | 356.58 | |
| Interxion Holding | 1.6 | $6.6M | 100k | 66.73 | |
| Anaplan | 1.5 | $6.4M | 161k | 39.36 | |
| UnitedHealth (UNH) | 1.1 | $4.7M | 19k | 247.25 | |
| salesforce (CRM) | 1.1 | $4.4M | 28k | 158.38 | |
| Hilton Worldwide Holdings (HLT) | 1.1 | $4.4M | 54k | 83.10 | |
| Take-Two Interactive Software (TTWO) | 0.8 | $3.2M | 34k | 94.37 | |
| Avalara | 0.6 | $2.3M | 41k | 55.79 | |
| Guardant Health (GH) | 0.5 | $2.0M | 26k | 76.71 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $993k | 9.8k | 101.26 | |
| Etsy (ETSY) | 0.2 | $996k | 15k | 67.21 | |
| Facebook Inc cl a (META) | 0.2 | $939k | 5.6k | 166.64 | |
| Ferrari Nv Ord (RACE) | 0.2 | $939k | 7.0k | 133.74 | |
| Intuitive Surgical (ISRG) | 0.2 | $850k | 1.5k | 570.47 | |
| Vail Resorts (MTN) | 0.1 | $621k | 2.9k | 217.28 | |
| Xpo Logistics Inc equity (XPO) | 0.1 | $599k | 11k | 53.76 | |
| Forum Energy Technolo | 0.1 | $534k | 105k | 5.11 | |
| Evo Pmts Inc cl a | 0.1 | $544k | 19k | 29.04 | |
| Servicemaster Global | 0.1 | $475k | 10k | 46.71 | |
| D.R. Horton (DHI) | 0.1 | $456k | 11k | 41.36 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $369k | 315.00 | 1171.43 | |
| Cable One (CABO) | 0.1 | $347k | 354.00 | 980.23 | |
| Square Inc cl a (SQ) | 0.1 | $256k | 3.4k | 74.90 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $243k | 700.00 | 347.14 | |
| Metropcs Communications (TMUS) | 0.1 | $225k | 3.3k | 69.17 | |
| Liberty Media Corp Del Com Ser | 0.1 | $201k | 5.9k | 34.12 |
