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ShearLink Capital Portfolio holdings

AUM $251M
1-Year Est. Return 19.67%
This Quarter Est. Return
+11.06%
1 Year Est. Return
+19.67%
3 Year Est. Return
+49.1%
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
Cap. Flow
+$115M
Cap. Flow %
87.3%
Top 10 Hldgs %
68.62%
Holding
23
New
23
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 39.96%
2 Consumer Discretionary 20.55%
3 Industrials 12.11%
4 Communication Services 9.52%
5 Miscellaneous 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FLTX
1
DELISTED
Fleetmatics Group PLC
FLTX
$13.9M 10.62%
+392,876
New +$13.5M
RH icon
2
RH
RH
$2.74B
$11.2M 8.51%
+116,411
New +$9.76M
CSOD
3
DELISTED
Cornerstone OnDemand, Inc.
CSOD
$10.8M 8.24%
+307,447
New +$10.2M
DWRE
4
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
$9.45M 7.2%
+164,248
New +$9.24M
MDSO
5
DELISTED
Medidata Solutions, Inc.
MDSO
$8.14M 6.2%
+170,566
New +$7.38M
FNGN
6
DELISTED
Financial Engines, Inc.
FNGN
$8.04M 6.12%
+219,872
New +$7.61M
CAVM
7
DELISTED
Cavium, Inc.
CAVM
$8.01M 6.1%
+129,633
New +$6.86M
GRUB
8
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$7.76M 5.91%
+106,793
New +$7.54M
MGNI icon
9
Magnite
MGNI
$3.35B
$6.51M 4.96%
+403,646
New +$5.21M
EVHC
10
DELISTED
Envision Healthcare Holdings Inc
EVHC
$6.26M 4.77%
+60,286
New +$6.2M
META icon
11
Meta Platforms (Facebook)
META
$1.45T
$5.99M 4.56%
+76,800
New +$5.87M
ADBE icon
12
Adobe
ADBE
$115B
$5.06M 3.85%
+69,600
New +$4.88M
KATE
13
DELISTED
Kate Spade & Company
KATE
$4.99M 3.8%
+155,999
New +$4.45M
DNKN
14
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$4.8M 3.65%
+112,464
New +$5.15M
HTHT icon
15
Huazhu Hotels Group
HTHT
$14.7B
$4.49M 3.42%
+683,724
New +$4.29M
RH icon
16
CALL
RH
RH
$2.74B
$3.36M 2.56%
+35,000
New +$2.93M
LTRPA
17
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$3.23M 2.46%
+119,900
New +$3.33M
FDO
18
CALL
DELISTED
FAMILY DOLLAR STORES
FDO
$2.9M 2.21%
+36,600
New +$2.87M
MPWR icon
19
CALL
Monolithic Power Systems
MPWR
$64.4B
$1.79M 1.36%
+36,000
New +$1.62M
TYL icon
20
Tyler Technologies
TYL
$15.1B
$1.53M 1.17%
+14,000
New +$1.48M
KMX icon
21
CarMax
KMX
$8.89B
$1.53M 1.17%
+23,000
New +$1.28M
CTRX
22
CALL
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
$1.1M 0.84%
+21,200
New +$997K
OPWR
23
DELISTED
OPOWER INC COM STK (DE)
OPWR
$439K 0.33%
+30,885
New +$500K

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ShearLink Capital's Q4 2014 Portfolio in Review

Q4 2014 is the first quarter with a 13F filing on record for ShearLink Capital, which disclosed 23 positions worth $131M. Its ten largest holdings account for 69% of the portfolio.

Its largest position is Fleetmatics Group PLC: 392,876 shares worth $13.9M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, followed by Consumer Discretionary and Industrials.

  • ShearLink Capital's largest Q4 2014 buy was Fleetmatics Group PLC: 392,876 shares worth $13.9M.
  • ShearLink Capital's ten largest holdings make up 69% of its $131M portfolio in Q4 2014.
  • ShearLink Capital disclosed 23 positions in Q4 2014, its first 13F filing on record.

Based on ShearLink Capital's 13F filing for Q4 2014, filed 17 Feb 2015.