Bares Capital Management Q2 2022 holdings

$2.73 Billion is the total value of Bares Capital Management's 37 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 28.6% .

 Value Shares↓ Weighting
AYX SellAlteryx Inc$207,819
-40.1%
4,292,006
-11.5%
7.60%
-5.9%
IBKR SellInteractive Brokers Group Inc$177,310
-32.8%
3,223,240
-19.4%
6.48%
+5.7%
PD SellPagerduty Inc$43,855
-27.7%
1,769,758
-0.3%
1.60%
+13.6%
NATI SellNational Instruments Corp.$20,022
-28.9%
641,102
-7.6%
0.73%
+11.6%
GWRE SellGuidewire Software, Inc.$19,573
-27.6%
275,715
-3.5%
0.72%
+13.8%
MIME ExitMimecast Limited$0-209,000
-100.0%
-0.39%
SFIX ExitStitch Fix$0-1,933,713
-100.0%
-0.45%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • James J. Creel Jr. — President

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EDGAR filings