$221 Million is the total value of ShearLink Capital, LLC's 22 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XPO | New | XPO LOGISTICS INC | $12,269,000 | – | 271,560 | +100.0% | 5.56% | – |
| ZEN | New | ZENDESK INC | $9,925,000 | – | 446,857 | +100.0% | 4.50% | – |
| ABCO | New | ADVISORY BRD CO | $7,654,000 | – | 140,000 | +100.0% | 3.47% | – |
| GRUB | New | GRUBHUB INC | $7,612,000 | – | 223,428 | +100.0% | 3.45% | – |
| New | ARM HLDGS PLCput | $2,365,000 | – | 48,000 | +100.0% | 1.07% | – | |
| EVH | New | EVOLENT HEALTH INCcl a | $2,281,000 | – | 116,972 | +100.0% | 1.03% | – |
| MB | New | MINDBODY INC | $609,000 | – | 44,000 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-14
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.