Hunt Lane Capital’s Dropbox DBX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,350,000
Closed -$27.2M 16
2019
Q3
$27.2M Sell
1,350,000
-1,150,000
-46% -$23.2M 6.76% 3
2019
Q2
$62.6M Sell
2,500,000
-875,000
-26% -$21.9M 10.67% 2
2019
Q1
$73.6M Sell
3,375,000
-175,000
-5% -$3.82M 10% 2
2018
Q4
$72.5M Buy
3,550,000
+650,000
+22% +$13.3M 10.75% 2
2018
Q3
$77.8M Buy
+2,900,000
New +$77.8M 9.16% 2