Valinor Management

Valinor Management as of Dec. 31, 2018

Portfolio Holdings for Valinor Management

Valinor Management holds 29 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Caesars Entertainment 6.0 $124M 18M 6.79
TransDigm Group Incorporated (TDG) 5.8 $119M 349k 340.06
Nextdecade Corp (NEXT) 5.2 $106M 20M 5.40
Alibaba Group Holding (BABA) 4.9 $101M 734k 137.07
Godaddy Inc cl a (GDDY) 4.8 $99M 1.5M 65.62
Broadcom (AVGO) 4.8 $98M 387k 254.28
Sherwin-Williams Company (SHW) 4.6 $95M 242k 393.46
Ss&c Technologies Holding (SSNC) 4.5 $93M 2.1M 45.11
salesforce (CRM) 4.4 $91M 662k 136.97
Dowdupont 4.4 $89M 1.7M 53.48
Netflix (NFLX) 4.0 $82M 307k 267.66
Alphabet Inc Class A cs (GOOGL) 3.9 $80M 77k 1044.96
Norfolk Southern (NSC) 3.9 $79M 528k 149.54
Take-Two Interactive Software (TTWO) 3.5 $72M 700k 102.94
Ptc (PTC) 3.4 $70M 838k 82.90
First Data 3.3 $68M 4.0M 16.91
CSX Corporation (CSX) 3.3 $67M 1.1M 62.13
Synchrony Financial (SYF) 3.2 $66M 2.8M 23.46
Univar 3.1 $65M 3.6M 17.74
Amazon (AMZN) 3.1 $64M 43k 1501.98
Servicenow (NOW) 3.0 $61M 342k 178.06
Dxc Technology (DXC) 2.9 $59M 1.1M 53.17
Boyd Gaming Corporation (BYD) 2.7 $56M 2.7M 20.78
Carter's (CRI) 2.5 $52M 634k 81.62
Facebook Inc cl a (META) 1.3 $27M 207k 131.08
Vici Pptys (VICI) 1.2 $26M 1.4M 18.78
TJX Companies (TJX) 0.9 $19M 429k 44.74
Gogo (GOGO) 0.6 $13M 4.3M 2.99
Canadian Pacific Railway 0.5 $9.9M 56k 177.47