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.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TDG | TRANSDIGM GROUP INC | 21 | 21 | 2.26% | 4.79% | 10.07% | Q2 2013 | Q2 2018 | 21 |
FLT | FLEETCOR TECHNOLOGIES INC | 16 | 16 | 6.27% | 9.10% | 11.94% | Q2 2013 | Q1 2017 | 16 |
SPR | SPIRIT AEROSYSTEMS HLD... | 10 | 4 | 2.34% | 8.02% | 10.84% | Q4 2014 | Q2 2018 | 14 |
CHTR | CHARTER COMMUNICATIONS... | 12 | 12 | 5.00% | 7.54% | 9.80% | Q2 2013 | Q1 2016 | 12 |
VRX | VALEANT PHARMACEUTICAL... | 11 | 11 | 6.39% | 13.19% | 20.47% | Q2 2013 | Q4 2015 | 11 |
SERV | SERVICEMASTER GLOBAL H... | 11 | 11 | 1.89% | 7.76% | 10.17% | Q4 2015 | Q2 2018 | 11 |
CDK | CDK GLOBAL INC | 11 | 11 | 3.61% | 4.64% | 6.38% | Q1 2015 | Q3 2017 | 11 |
AWI | ARMSTRONG WORLD INDS I... | 10 | 1 | 0.75% | 4.41% | 6.00% | Q3 2014 | Q2 2018 | 11 |
WLTW | WILLIS TOWERS WATSON P... | 10 | 10 | 1.84% | 8.57% | 16.25% | Q1 2016 | Q2 2018 | 10 |
PYPL | PAYPAL HLDGS INC | 10 | 10 | 2.10% | 5.63% | 8.07% | Q4 2015 | Q1 2018 | 10 |
AER | AERCAP HOLDINGS NV | 10 | 10 | 3.31% | 5.45% | 9.22% | Q3 2015 | Q4 2017 | 10 |
APD | AIR PRODS & CHEMS INC | 10 | 10 | 2.41% | 4.89% | 6.14% | Q4 2014 | Q1 2017 | 10 |
CHTR | CHARTER COMMUNICATIONS... | 9 | 9 | 3.80% | 9.67% | 13.84% | Q2 2016 | Q2 2018 | 9 |
CBRE | CBRE GROUP INC | 5 | 4 | 1.35% | 5.33% | 8.64% | Q4 2013 | Q1 2017 | 9 |
AMAT | APPLIED MATLS INC | 5 | 3 | 4.30% | 7.26% | 10.96% | Q3 2014 | Q2 2018 | 8 |
GRA | GRACE W R & CO DEL NEW | 8 | 8 | 3.32% | 5.61% | 7.43% | Q2 2013 | Q1 2015 | 8 |
AIG | AMERICAN INTL GROUP INC | 7 | 7 | 5.28% | 6.13% | 7.23% | Q2 2013 | Q4 2014 | 7 |
CFX | COLFAX CORP | 7 | 7 | 3.86% | 5.00% | 6.63% | Q2 2013 | Q4 2014 | 7 |
V | VISA INC | 6 | 6 | 4.20% | 7.65% | 9.70% | Q1 2017 | Q2 2018 | 6 |
DISCK | DISCOVERY COMMUNICATNS... | 6 | 6 | 4.41% | 5.86% | 7.46% | Q2 2013 | Q3 2014 | 6 |
ADSK | AUTODESK INC | 4 | 2 | 3.41% | 4.90% | 6.20% | Q1 2014 | Q3 2015 | 6 |
AAP | ADVANCE AUTO PARTS INC | 5 | 5 | 6.30% | 8.01% | 9.53% | Q2 2016 | Q2 2017 | 5 |
MSFT | MICROSOFT CORP | 5 | 5 | 6.50% | 7.61% | 10.20% | Q2 2017 | Q2 2018 | 5 |
NLSN | NIELSEN N V | 5 | 5 | 4.26% | 5.31% | 5.65% | Q3 2013 | Q3 2014 | 5 |
CRM | SALESFORCE COM INC | 5 | 5 | 1.51% | 3.81% | 6.72% | Q2 2017 | Q2 2018 | 5 |
VPRT | VISTAPRINT N V | 5 | 5 | 2.51% | 3.43% | 4.27% | Q2 2013 | Q2 2014 | 5 |
P | PANDORA MEDIA INC | 5 | 5 | 2.09% | 3.04% | 3.69% | Q4 2013 | Q4 2014 | 5 |
CRI | CARTER INC | 3 | 1 | 4.57% | 5.33% | 6.24% | Q2 2013 | Q3 2014 | 4 |
FWONK | LIBERTY MEDIA CORP DEL... | 4 | 4 | 2.42% | 3.76% | 5.14% | Q2 2017 | Q1 2018 | 4 |
NOW | SERVICENOW INC | 4 | 4 | 1.39% | 3.73% | 6.70% | Q3 2017 | Q2 2018 | 4 |
AFSI | AMTRUST FINL SVCS INC | 4 | 4 | 0.95% | 2.99% | 4.36% | Q4 2013 | Q3 2014 | 4 |
EVTC | EVERTEC INC | 4 | 4 | 2.17% | 2.97% | 3.40% | Q2 2013 | Q1 2014 | 4 |
AMBA | AMBARELLA INC | 4 | 4 | 0.73% | 1.16% | 2.04% | Q2 2015 | Q1 2016 | 4 |
AZPN | ASPEN TECHNOLOGY INC | 3 | 3 | 7.20% | 10.00% | 12.18% | Q1 2015 | Q3 2015 | 3 |
CDW | CDW CORP | 3 | 3 | 6.14% | 7.45% | 9.18% | Q2 2014 | Q4 2014 | 3 |
GOOGL | ALPHABET INC | 3 | 3 | 3.63% | 7.14% | 11.60% | Q4 2017 | Q2 2018 | 3 |
FB | FACEBOOK INC | 3 | 3 | 4.36% | 6.13% | 8.41% | Q4 2017 | Q2 2018 | 3 |
ENDP | ENDO INTL PLC | 3 | 3 | 3.54% | 5.00% | 5.96% | Q1 2014 | Q3 2014 | 3 |
CMCSA | COMCAST CORP NEW | 3 | 3 | 3.88% | 4.33% | 4.91% | Q1 2017 | Q3 2017 | 3 |
GLNG | GOLAR LNG LTD BERMUDA | 3 | 3 | 3.14% | 3.73% | 4.05% | Q2 2013 | Q4 2013 | 3 |
ALLE | ALLEGION PUB LTD CO | 3 | 3 | 2.83% | 3.51% | 3.96% | Q1 2014 | Q3 2014 | 3 |
LBTYA | LIBERTY GLOBAL PLC | 3 | 3 | 0.89% | 3.30% | 4.90% | Q2 2013 | Q4 2013 | 3 |
HZNP | HORIZON PHARMA PLC | 3 | 3 | 1.66% | 3.26% | 5.65% | Q1 2015 | Q3 2015 | 3 |
LBTYK | LIBERTY GLOBAL PLC | 3 | 3 | 2.77% | 3.19% | 3.52% | Q2 2013 | Q4 2013 | 3 |
FOXA | TWENTY FIRST CENTY FOX... | 3 | 3 | 2.65% | 2.78% | 3.01% | Q3 2013 | Q1 2014 | 3 |
QIHU | QIHOO 360 TECHNOLOGY C... | 3 | 3 | 1.35% | 1.95% | 2.26% | Q1 2014 | Q3 2014 | 3 |
W | WAYFAIR INC | 3 | 3 | 1.11% | 1.29% | 1.45% | Q3 2015 | Q1 2016 | 3 |
NGHC | NATIONAL GEN HLDGS CORP | 3 | 3 | 0.36% | 1.18% | 2.81% | Q4 2014 | Q2 2015 | 3 |
TDOC | TELADOC INC | 3 | 3 | 0.64% | 0.93% | 1.18% | Q3 2015 | Q1 2016 | 3 |
TW | TOWERS WATSON & CO | 2 | 2 | 10.41% | 12.01% | 13.61% | Q3 2015 | Q4 2015 | 2 |
DHI | D R HORTON INC | 2 | 2 | 7.40% | 8.06% | 8.72% | Q4 2017 | Q1 2018 | 2 |
AVGO | AVAGO TECHNOLOGIES LTD | 2 | 2 | 4.15% | 4.90% | 5.66% | Q3 2015 | Q4 2015 | 2 |
ENDP | ENDO HEALTH SOLUTIONS INC | 2 | 2 | 2.78% | 4.04% | 5.30% | Q3 2013 | Q4 2013 | 2 |
ACHC | ACADIA HEALTHCARE COMP... | 2 | 2 | 1.91% | 3.56% | 5.21% | Q1 2017 | Q2 2017 | 2 |
GOOGL | GOOGLE INC | 2 | 2 | 3.05% | 3.43% | 3.81% | Q2 2013 | Q3 2013 | 2 |
AGN | ALLERGAN INC | 2 | 2 | 3.29% | 3.34% | 3.39% | Q2 2014 | Q3 2014 | 2 |
PAGS | PAGSEGURO DIGITAL LTD | 2 | 2 | 2.43% | 3.20% | 3.98% | Q1 2018 | Q2 2018 | 2 |
MHFI | MCGRAW HILL FINL INC | 2 | 2 | 2.13% | 3.06% | 3.98% | Q4 2015 | Q1 2016 | 2 |
SBH | SALLY BEAUTY HLDGS INC | 2 | 2 | 2.82% | 2.99% | 3.15% | Q2 2013 | Q3 2013 | 2 |
BKNG | BOOKING HLDGS INC | 2 | 2 | 2.04% | 2.94% | 3.83% | Q1 2018 | Q2 2018 | 2 |
SWI | SOLARWINDS INC | 2 | 2 | 0.95% | 1.96% | 2.98% | Q2 2013 | Q3 2013 | 2 |
DK | DELEK US HLDGS INC | 2 | 2 | 1.70% | 1.87% | 2.05% | Q4 2013 | Q1 2014 | 2 |
PBF | PBF ENERGY INC | 2 | 2 | 1.65% | 1.80% | 1.95% | Q2 2013 | Q3 2013 | 2 |
BKI | BLACK KNIGHT INC | 2 | 2 | 1.37% | 1.78% | 2.20% | Q1 2018 | Q2 2018 | 2 |
LBRDK | LIBERTY BROADBAND CORP | 2 | 2 | 0.73% | 1.67% | 2.61% | Q4 2017 | Q1 2018 | 2 |
ACIA | ACACIA COMMUNICATIONS INC | 2 | 2 | 1.36% | 1.58% | 1.81% | Q1 2017 | Q2 2017 | 2 |
VVUS | VIVUS INC | 2 | 2 | 1.29% | 1.46% | 1.64% | Q2 2013 | Q3 2013 | 2 |
GPRO | GOPRO INC | 2 | 2 | 1.21% | 1.39% | 1.56% | Q3 2014 | Q4 2014 | 2 |
FIT | FITBIT INC | 1 | 1 | 0.65% | 1.33% | 2.00% | Q4 2015 | Q4 2016 | 2 |
AAOI | APPLIED OPTOELECTRONIC... | 2 | 2 | 0.76% | 0.90% | 1.05% | Q3 2017 | Q4 2017 | 2 |
XPO | XPO LOGISTICS INC | 2 | 2 | 0.38% | 0.73% | 1.08% | Q2 2013 | Q3 2013 | 2 |
COUP | COUPONS COM INC | 2 | 2 | 0.40% | 0.63% | 0.86% | Q1 2015 | Q2 2015 | 2 |
CUBI | CUSTOMERS BANCORP INC | 2 | 2 | 0.35% | 0.58% | 0.80% | Q2 2013 | Q3 2013 | 2 |
WW | WEIGHT WATCHERS INTL I... | 1 | 1 | 0.28% | 0.40% | 0.52% | Q3 2015 | Q1 2016 | 2 |
FTRCQ | FRONTIER COMMUNICATION... | 2 | 2 | 0.12% | 0.20% | 0.27% | Q3 2017 | Q4 2017 | 2 |
FDC | FIRST DATA CORP NEW | 1 | 1 | 5.44% | 5.44% | 5.44% | Q2 2018 | Q2 2018 | 1 |
VIAB | VIACOM INC NEW | 1 | 1 | 5.16% | 5.16% | 5.16% | Q4 2015 | Q4 2015 | 1 |
ORLY | O REILLY AUTOMOTIVE IN... | 1 | 1 | 4.86% | 4.86% | 4.86% | Q3 2017 | Q3 2017 | 1 |
MSI | MOTOROLA SOLUTIONS INC | 1 | 1 | 4.37% | 4.37% | 4.37% | Q2 2013 | Q2 2013 | 1 |
ESV | ENSCO PLC | 1 | 1 | 4.22% | 4.22% | 4.22% | Q2 2013 | Q2 2013 | 1 |
ST | SENSATA TECHNOLOGIES H... | 1 | 1 | 4.08% | 4.08% | 4.08% | Q4 2014 | Q4 2014 | 1 |
AERCAP HOLDINGS NV | 1 | 1 | 3.88% | 3.88% | 3.88% | Q3 2016 | Q3 2016 | 1 | |
BIDU | BAIDU INC | 1 | 1 | 3.74% | 3.74% | 3.74% | Q2 2014 | Q2 2014 | 1 |
PANW | PALO ALTO NETWORKS INC | 1 | 1 | 3.55% | 3.55% | 3.55% | Q1 2017 | Q1 2017 | 1 |
AERCAP HOLDINGS NV | 1 | 1 | 3.51% | 3.51% | 3.51% | Q2 2016 | Q2 2016 | 1 | |
AVGO | BROADCOM LTD | 1 | 1 | 3.15% | 3.15% | 3.15% | Q1 2016 | Q1 2016 | 1 |
SPGI | S&P GLOBAL INC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q2 2016 | Q2 2016 | 1 |
PCLN | PRICELINE GRP INC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q4 2017 | Q4 2017 | 1 |
HHC | HOWARD HUGHES CORP | 1 | 1 | 2.92% | 2.92% | 2.92% | Q1 2014 | Q1 2014 | 1 |
ZAYO | ZAYO GROUP HLDGS INC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2017 | Q3 2017 | 1 |
A104PS | HILTON WORLDWIDE HLDGS... | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2016 | Q3 2016 | 1 |
WBC | WABCO HLDGS INC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q2 2013 | Q2 2013 | 1 |
UNVR | UNIVAR INC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q2 2015 | Q2 2015 | 1 |
CTSH | COGNIZANT TECHNOLOGY S... | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2013 | Q4 2013 | 1 |
HOSSQ | HORNBECK OFFSHORE SVCS... | 1 | 1 | 1.75% | 1.75% | 1.75% | Q2 2014 | Q2 2014 | 1 |
ANET | ARISTA NETWORKS INC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2015 | Q1 2015 | 1 |
ATUS | ALTICE USA INC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2017 | Q2 2017 | 1 |
WAB | WABTEC CORP | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2017 | Q3 2017 | 1 |
UVE | UNIVERSAL INS HLDGS INC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2015 | Q4 2015 | 1 |
2100PS | GENCORP INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2013 | Q2 2013 | 1 |
Z | ZILLOW GROUP INC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2015 | Q3 2015 | 1 |
ADPTQ | ADEPTUS HEALTH INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2015 | Q4 2015 | 1 |
SBGI | SINCLAIR BROADCAST GRO... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
VDSI | VASCO DATA SEC INTL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2015 | Q3 2015 | 1 |
DBX | DROPBOX INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
WATT | ENERGOUS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
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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.