Marble Arch Investments holdings history

106 is the total number of securities Marble Arch Investments has owned. The longest Marble Arch Investments has owned a single stock is 21 quarters.

Marble Arch Investments historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
TDG TRANSDIGM GROUP INC21212.26%4.79%10.07%Q2 2013Q2 201821
FLT FLEETCOR TECHNOLOGIES INC16166.27%9.10%11.94%Q2 2013Q1 201716
SPR SPIRIT AEROSYSTEMS HLD...1042.34%8.02%10.84%Q4 2014Q2 201814
CHTR CHARTER COMMUNICATIONS...12125.00%7.54%9.80%Q2 2013Q1 201612
VRX VALEANT PHARMACEUTICAL...11116.39%13.19%20.47%Q2 2013Q4 201511
SERV SERVICEMASTER GLOBAL H...11111.89%7.76%10.17%Q4 2015Q2 201811
CDK CDK GLOBAL INC11113.61%4.64%6.38%Q1 2015Q3 201711
AWI ARMSTRONG WORLD INDS I...1010.75%4.41%6.00%Q3 2014Q2 201811
WLTW WILLIS TOWERS WATSON P...10101.84%8.57%16.25%Q1 2016Q2 201810
PYPL PAYPAL HLDGS INC10102.10%5.63%8.07%Q4 2015Q1 201810
AER AERCAP HOLDINGS NV10103.31%5.45%9.22%Q3 2015Q4 201710
APD AIR PRODS & CHEMS INC10102.41%4.89%6.14%Q4 2014Q1 201710
CHTR CHARTER COMMUNICATIONS...993.80%9.67%13.84%Q2 2016Q2 20189
CBRE CBRE GROUP INC541.35%5.33%8.64%Q4 2013Q1 20179
AMAT APPLIED MATLS INC534.30%7.26%10.96%Q3 2014Q2 20188
GRA GRACE W R & CO DEL NEW883.32%5.61%7.43%Q2 2013Q1 20158
AIG AMERICAN INTL GROUP INC775.28%6.13%7.23%Q2 2013Q4 20147
CFX COLFAX CORP773.86%5.00%6.63%Q2 2013Q4 20147
V VISA INC664.20%7.65%9.70%Q1 2017Q2 20186
DISCK DISCOVERY COMMUNICATNS...664.41%5.86%7.46%Q2 2013Q3 20146
ADSK AUTODESK INC423.41%4.90%6.20%Q1 2014Q3 20156
AAP ADVANCE AUTO PARTS INC556.30%8.01%9.53%Q2 2016Q2 20175
MSFT MICROSOFT CORP556.50%7.61%10.20%Q2 2017Q2 20185
NLSN NIELSEN N V554.26%5.31%5.65%Q3 2013Q3 20145
CRM SALESFORCE COM INC551.51%3.81%6.72%Q2 2017Q2 20185
VPRT VISTAPRINT N V552.51%3.43%4.27%Q2 2013Q2 20145
P PANDORA MEDIA INC552.09%3.04%3.69%Q4 2013Q4 20145
CRI CARTER INC314.57%5.33%6.24%Q2 2013Q3 20144
FWONK LIBERTY MEDIA CORP DEL...442.42%3.76%5.14%Q2 2017Q1 20184
NOW SERVICENOW INC441.39%3.73%6.70%Q3 2017Q2 20184
AFSI AMTRUST FINL SVCS INC440.95%2.99%4.36%Q4 2013Q3 20144
EVTC EVERTEC INC442.17%2.97%3.40%Q2 2013Q1 20144
AMBA AMBARELLA INC440.73%1.16%2.04%Q2 2015Q1 20164
AZPN ASPEN TECHNOLOGY INC337.20%10.00%12.18%Q1 2015Q3 20153
CDW CDW CORP336.14%7.45%9.18%Q2 2014Q4 20143
GOOGL ALPHABET INC333.63%7.14%11.60%Q4 2017Q2 20183
FB FACEBOOK INC334.36%6.13%8.41%Q4 2017Q2 20183
ENDP ENDO INTL PLC333.54%5.00%5.96%Q1 2014Q3 20143
CMCSA COMCAST CORP NEW333.88%4.33%4.91%Q1 2017Q3 20173
GLNG GOLAR LNG LTD BERMUDA333.14%3.73%4.05%Q2 2013Q4 20133
ALLE ALLEGION PUB LTD CO332.83%3.51%3.96%Q1 2014Q3 20143
LBTYA LIBERTY GLOBAL PLC330.89%3.30%4.90%Q2 2013Q4 20133
HZNP HORIZON PHARMA PLC331.66%3.26%5.65%Q1 2015Q3 20153
LBTYK LIBERTY GLOBAL PLC332.77%3.19%3.52%Q2 2013Q4 20133
FOXA TWENTY FIRST CENTY FOX...332.65%2.78%3.01%Q3 2013Q1 20143
QIHU QIHOO 360 TECHNOLOGY C...331.35%1.95%2.26%Q1 2014Q3 20143
W WAYFAIR INC331.11%1.29%1.45%Q3 2015Q1 20163
NGHC NATIONAL GEN HLDGS CORP330.36%1.18%2.81%Q4 2014Q2 20153
TDOC TELADOC INC330.64%0.93%1.18%Q3 2015Q1 20163
TW TOWERS WATSON & CO2210.41%12.01%13.61%Q3 2015Q4 20152
DHI D R HORTON INC227.40%8.06%8.72%Q4 2017Q1 20182
AVGO AVAGO TECHNOLOGIES LTD224.15%4.90%5.66%Q3 2015Q4 20152
ENDP ENDO HEALTH SOLUTIONS INC222.78%4.04%5.30%Q3 2013Q4 20132
ACHC ACADIA HEALTHCARE COMP...221.91%3.56%5.21%Q1 2017Q2 20172
GOOGL GOOGLE INC223.05%3.43%3.81%Q2 2013Q3 20132
AGN ALLERGAN INC223.29%3.34%3.39%Q2 2014Q3 20142
PAGS PAGSEGURO DIGITAL LTD222.43%3.20%3.98%Q1 2018Q2 20182
MHFI MCGRAW HILL FINL INC222.13%3.06%3.98%Q4 2015Q1 20162
SBH SALLY BEAUTY HLDGS INC222.82%2.99%3.15%Q2 2013Q3 20132
BKNG BOOKING HLDGS INC222.04%2.94%3.83%Q1 2018Q2 20182
SWI SOLARWINDS INC220.95%1.96%2.98%Q2 2013Q3 20132
DK DELEK US HLDGS INC221.70%1.87%2.05%Q4 2013Q1 20142
PBF PBF ENERGY INC221.65%1.80%1.95%Q2 2013Q3 20132
BKI BLACK KNIGHT INC221.37%1.78%2.20%Q1 2018Q2 20182
LBRDK LIBERTY BROADBAND CORP220.73%1.67%2.61%Q4 2017Q1 20182
ACIA ACACIA COMMUNICATIONS INC221.36%1.58%1.81%Q1 2017Q2 20172
VVUS VIVUS INC221.29%1.46%1.64%Q2 2013Q3 20132
GPRO GOPRO INC221.21%1.39%1.56%Q3 2014Q4 20142
FIT FITBIT INC110.65%1.33%2.00%Q4 2015Q4 20162
AAOI APPLIED OPTOELECTRONIC...220.76%0.90%1.05%Q3 2017Q4 20172
XPO XPO LOGISTICS INC220.38%0.73%1.08%Q2 2013Q3 20132
COUP COUPONS COM INC220.40%0.63%0.86%Q1 2015Q2 20152
CUBI CUSTOMERS BANCORP INC220.35%0.58%0.80%Q2 2013Q3 20132
WW WEIGHT WATCHERS INTL I...110.28%0.40%0.52%Q3 2015Q1 20162
FTRCQ FRONTIER COMMUNICATION...220.12%0.20%0.27%Q3 2017Q4 20172
FDC FIRST DATA CORP NEW115.44%5.44%5.44%Q2 2018Q2 20181
VIAB VIACOM INC NEW115.16%5.16%5.16%Q4 2015Q4 20151
ORLY O REILLY AUTOMOTIVE IN...114.86%4.86%4.86%Q3 2017Q3 20171
MSI MOTOROLA SOLUTIONS INC114.37%4.37%4.37%Q2 2013Q2 20131
ESV ENSCO PLC114.22%4.22%4.22%Q2 2013Q2 20131
ST SENSATA TECHNOLOGIES H...114.08%4.08%4.08%Q4 2014Q4 20141
AERCAP HOLDINGS NV113.88%3.88%3.88%Q3 2016Q3 20161
BIDU BAIDU INC113.74%3.74%3.74%Q2 2014Q2 20141
PANW PALO ALTO NETWORKS INC113.55%3.55%3.55%Q1 2017Q1 20171
AERCAP HOLDINGS NV113.51%3.51%3.51%Q2 2016Q2 20161
AVGO BROADCOM LTD113.15%3.15%3.15%Q1 2016Q1 20161
SPGI S&P GLOBAL INC113.09%3.09%3.09%Q2 2016Q2 20161
PCLN PRICELINE GRP INC112.99%2.99%2.99%Q4 2017Q4 20171
HHC HOWARD HUGHES CORP112.92%2.92%2.92%Q1 2014Q1 20141
ZAYO ZAYO GROUP HLDGS INC112.81%2.81%2.81%Q3 2017Q3 20171
A104PS HILTON WORLDWIDE HLDGS...112.80%2.80%2.80%Q3 2016Q3 20161
WBC WABCO HLDGS INC112.76%2.76%2.76%Q2 2013Q2 20131
UNVR UNIVAR INC112.50%2.50%2.50%Q2 2015Q2 20151
CTSH COGNIZANT TECHNOLOGY S...112.22%2.22%2.22%Q4 2013Q4 20131
HOSSQ HORNBECK OFFSHORE SVCS...111.75%1.75%1.75%Q2 2014Q2 20141
ANET ARISTA NETWORKS INC111.57%1.57%1.57%Q1 2015Q1 20151
ATUS ALTICE USA INC111.47%1.47%1.47%Q2 2017Q2 20171
WAB WABTEC CORP111.35%1.35%1.35%Q3 2017Q3 20171
UVE UNIVERSAL INS HLDGS INC111.11%1.11%1.11%Q4 2015Q4 20151
2100PS GENCORP INC110.96%0.96%0.96%Q2 2013Q2 20131
Z ZILLOW GROUP INC110.94%0.94%0.94%Q3 2015Q3 20151
ADPTQ ADEPTUS HEALTH INC110.46%0.46%0.46%Q4 2015Q4 20151
SBGI SINCLAIR BROADCAST GRO...110.34%0.34%0.34%Q2 2013Q2 20131
VDSI VASCO DATA SEC INTL INC110.18%0.18%0.18%Q3 2015Q3 20151
DBX DROPBOX INC110.06%0.06%0.06%Q1 2018Q1 20181
WATT ENERGOUS CORP110.06%0.06%0.06%Q1 2018Q1 20181

The securities at the top of the list , including TRANSDIGM GROUP INC, FLEETCOR TECHNOLOGIES INC, and SPIRIT AEROSYSTEMS HLDGS INC, are the highest-conviction holdings of Marble Arch Investments.

The conviction is calculated by counting the number of quarters a security has been reported by Marble Arch Investments. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Marble Arch Investments owns currently or has owned in the past.