HSC

Harbor Spring Capital Portfolio holdings

AUM $12.3M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$21.7M
3
+$19.7M
4
CDK
CDK Global, Inc.
CDK
+$17.7M
5
TWLO icon
Twilio
TWLO
+$14M

Top Sells

1
+$42.3M
2
+$30.5M
3
+$26.5M
4
PLAN
Anaplan, Inc.
PLAN
+$23.5M
5
CPAY icon
Corpay
CPAY
+$21.6M

Sector Composition

1 Technology 53.02%
2 Communication Services 14.62%
3 Consumer Discretionary 13.13%
4 Healthcare 8.44%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-96,290
27
– –
-513,359
28
– –
-104,230
29
– –
-149,658
1
2