Hunt Lane Capital’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-200,000	Closed	-$31.2M	–	20
2019 Q1	$31.2M	Sell	200,000 -100,000	-33%	-$15.6M	4.24%	10
2018 Q4	$38.6M	Sell	300,000 -140,000	-32%	-$18M	5.72%	10
2018 Q3	$68.7M	Buy	+440,000	New	+$68.7M	8.09%	6