Technology Crossover Management VII’s Alarm.com ALRM Stock Holding History

Technology Crossover Management VII’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,616,451	Closed	-$219M	–	3
2020 Q1	$219M	Sell	5,616,451 -2,500,000	-31%	-$109M	11.1%	4
2019 Q4	$349M	Hold	8,116,451	–	–	15.15%	3
2019 Q3	$379M	Hold	8,116,451	–	–	17.81%	3
2019 Q2	$434M	Hold	8,116,451	–	–	16.05%	3
2019 Q1	$527M	Hold	8,116,451	–	–	19.34%	3
2018 Q4	$421M	Hold	8,116,451	–	–	19.53%	3
2018 Q3	$466M	Sell	8,116,451 -3,000,000	-27%	-$151M	15.43%	3
2018 Q2	$449M	Sell	11,116,451 -2,000,000	-15%	-$83M	14.65%	3
2018 Q1	$495M	Hold	13,116,451	–	–	25.49%	2
2017 Q4	$495M	Sell	13,116,451 -2,000,000	-13%	-$86.3M	24.61%	2
2017 Q3	$683M	Sell	15,116,451 -2,000,000	-12%	-$82.8M	26.16%	2
2017 Q2	$629M	Hold	17,116,451	–	–	25.78%	2
2017 Q1	$526M	Hold	17,116,451	–	–	21.24%	3
2016 Q4	$476M	Hold	17,116,451	–	–	21.98%	3
2016 Q3	$494M	Hold	17,116,451	–	–	23.22%	2
2016 Q2	$439M	Hold	17,116,451	–	–	22.38%	3
2016 Q1	$406M	Hold	17,116,451	–	–	24.68%	2
2015 Q4	$286M	Hold	17,116,451	–	–	17.49%	3
2015 Q3	$200M	Buy	17,116,451 +642,459	+4%	+$10.4M	13.14%	4
2015 Q2	$250M	Buy	+16,473,992	New	+$264M	15.14%	3

Other funds holding ALRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $4.09B AUM 4.78% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return