$0 is the total value of ShearLink Capital, LLC's 1 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 105.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | There are no holdingsnone | $0 | – | 0 | +100.0% | 0.00% | – | |
| HOME | Exit | AT HOME GROUP INC | $0 | – | -217,550 | -100.0% | -1.98% | – |
| BKFS | Exit | BLACK KNIGHT FINL SVCS INCcl a | $0 | – | -156,995 | -100.0% | -2.69% | – |
| ORLY | Exit | O REILLY AUTOMOTIVE INC NEW | $0 | – | -32,326 | -100.0% | -2.77% | – |
| BURL | Exit | BURLINGTON STORES INC | $0 | – | -76,000 | -100.0% | -2.89% | – |
| EVHC | Exit | ENVISION HEALTHCARE CORP | $0 | – | -175,272 | -100.0% | -3.14% | – |
| CBS | Exit | CBS CORP NEWcl b | $0 | – | -152,100 | -100.0% | -3.52% | – |
| NATI | Exit | NATIONAL INSTRS CORP | $0 | – | -237,060 | -100.0% | -3.98% | – |
| PCTY | Exit | PAYLOCITY HLDG CORP | $0 | – | -207,818 | -100.0% | -4.04% | – |
| FND | Exit | FLOOR & DECOR HLDGS INCcl a | $0 | – | -262,183 | -100.0% | -4.07% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -101,618 | -100.0% | -4.13% | – |
| ELLI | Exit | ELLIE MAE INC | $0 | – | -142,816 | -100.0% | -4.67% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -70,294 | -100.0% | -5.08% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -143,100 | -100.0% | -5.33% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -90,954 | -100.0% | -6.19% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -115,367 | -100.0% | -6.62% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -145,690 | -100.0% | -6.82% | – |
| ST | Exit | SENSATA TECHNOLOGIES HLDG NV | $0 | – | -374,200 | -100.0% | -7.17% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -298,029 | -100.0% | -7.89% | – |
| CAVM | Exit | CAVIUM INC | $0 | – | -647,043 | -100.0% | -17.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CAVIUM INC | 10 | Q3 2017 | 17.0% |
| FLEETMATICS GROUP PLC | 8 | Q3 2016 | 10.9% |
| ENVISION HEALTHCARE HLDGS IN | 8 | Q3 2016 | 12.3% |
| SERVICENOW INC | 7 | Q3 2017 | 11.1% |
| SKYWORKS SOLUTIONS INC | 7 | Q3 2017 | 10.8% |
| CORNERSTONE ONDEMAND INC | 6 | Q1 2016 | 16.0% |
| RUBICON PROJ INC | 6 | Q1 2016 | 6.9% |
| RESTORATION HARDWARE HLDGS I | 5 | Q4 2015 | 10.3% |
| SPLUNK INC | 5 | Q3 2017 | 8.0% |
| SPROUTS FMRS MKT INC | 5 | Q1 2017 | 9.5% |
View ShearLink Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-02-14 |
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-11 |
| 13F-HR | 2017-05-12 |
| 13F-HR/A | 2017-04-05 |
| 13F-HR | 2017-02-13 |
| 13F-HR | 2016-11-14 |
| 13F-HR | 2016-08-12 |
| 13F-HR | 2016-05-13 |
| 13F-HR | 2016-02-12 |
View ShearLink Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.