Southpoint Capital Advisors’s Talend S.A. American Depositary Shares TLND Stock Holding History

Southpoint Capital Advisors’s Portfolio TLND Stock Details TLND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,366,565	Closed	-$53.4M	–	44
2019 Q4	$53.4M	Buy	1,366,565 +51,493	+4%	+$1.9M	1.92%	21
2019 Q3	$44.7M	Buy	1,315,072 +15,072	+1%	+$560K	1.69%	22
2019 Q2	$50.2M	Buy	1,300,000 +444,800	+52%	+$20.7M	1.89%	22
2019 Q1	$43.2M	Buy	+855,200	New	+$36.5M	1.83%	23

Other funds holding TLND

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return

Sunriver Management Greenwich, Connecticut $637M AUM 2.87% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $903M AUM 113.12% 1-Year Est. Return

VEPM

Vista Equity Partners Management San Francisco, California $23.2M AUM 39.97% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Southpoint Capital Advisors's TLND Position: Q1 2020 in Review

Southpoint Capital Advisors sold out of Talend S.A. American Depositary Shares (TLND) in Q1 2020, closing a stake of 1,366,565 shares — an estimated $53.4M sold.

Southpoint Capital Advisors first reported a position in TLND in Q1 2019 and held it in 4 quarters. The position peaked at $53.4M in Q4 2019. 97 funds tracked by Wall St. Rank hold TLND as of Q1 2020.

Southpoint Capital Advisors reported no remaining Talend S.A. American Depositary Shares position as of Q1 2020 after selling out during the quarter.
Southpoint Capital Advisors sold 1,366,565 Talend S.A. American Depositary Shares shares in Q1 2020, an estimated $53.4M.
Southpoint Capital Advisors first reported a position in Talend S.A. American Depositary Shares in Q1 2019 and held it in 4 quarters.
Southpoint Capital Advisors's Talend S.A. American Depositary Shares position peaked at $53.4M in Q4 2019.
97 funds tracked by Wall St. Rank held Talend S.A. American Depositary Shares as of Q1 2020.

Based on Southpoint Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.