Valinor Management as of Dec. 31, 2019
Portfolio Holdings for Valinor Management
Valinor Management holds 31 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nextdecade Corp (NEXT) | 8.0 | $120M | 20M | 6.14 | |
| Amazon (AMZN) | 5.6 | $84M | 45k | 1847.86 | |
| Alibaba Group Holding (BABA) | 5.3 | $79M | 373k | 212.10 | |
| Facebook Inc cl a (META) | 4.9 | $74M | 360k | 205.25 | |
| Wix (WIX) | 4.8 | $72M | 591k | 122.38 | |
| Uber Technologies (UBER) | 4.8 | $71M | 2.4M | 29.74 | |
| Smartsheet (SMAR) | 4.2 | $63M | 1.4M | 44.92 | |
| Waste Management (WM) | 4.2 | $63M | 551k | 113.96 | |
| Fidelity National Information Services (FIS) | 4.2 | $62M | 449k | 139.09 | |
| Netflix (NFLX) | 3.8 | $57M | 175k | 323.57 | |
| Align Technology (ALGN) | 3.8 | $56M | 202k | 279.03 | |
| Twilio Inc cl a (TWLO) | 3.7 | $56M | 566k | 98.28 | |
| Aramark Hldgs (ARMK) | 3.5 | $53M | 1.2M | 43.40 | |
| Jacobs Engineering | 3.5 | $52M | 582k | 89.83 | |
| Univar | 3.5 | $52M | 2.2M | 24.24 | |
| TransDigm Group Incorporated (TDG) | 3.3 | $50M | 89k | 559.99 | |
| Boeing Company (BA) | 3.2 | $48M | 147k | 325.77 | |
| Air Products & Chemicals (APD) | 3.2 | $48M | 203k | 235.00 | |
| Fiserv (FI) | 3.0 | $45M | 387k | 115.63 | |
| Servicenow (NOW) | 2.8 | $41M | 146k | 282.32 | |
| CSX Corporation (CSX) | 2.5 | $37M | 510k | 72.36 | |
| Domino's Pizza (DPZ) | 2.4 | $37M | 124k | 293.80 | |
| Everbridge, Inc. Cmn (EVBG) | 2.4 | $36M | 459k | 78.08 | |
| Carter's (CRI) | 2.3 | $34M | 315k | 109.33 | |
| Coupa Software | 2.3 | $34M | 235k | 146.25 | |
| Planet Fitness Inc-cl A (PLNT) | 1.6 | $23M | 313k | 74.68 | |
| Elastic N V ord (ESTC) | 1.5 | $23M | 355k | 64.30 | |
| Norfolk Southern (NSC) | 1.4 | $21M | 110k | 194.13 | |
| Cronos Group (CRON) | 0.1 | $2.2M | 290k | 7.67 | |
| Realreal (REAL) | 0.1 | $1.7M | 91k | 18.83 | |
| Adt (ADT) | 0.0 | $662k | 84k | 7.93 |
