116 is the total number of securities Hunt Lane Capital LP has owned. The longest Hunt Lane Capital LP has owned a single stock is 27 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| RNG | RINGCENTRAL INC | 27 | 27 | 2.83% | 7.13% | 10.62% | Q4 2015 | Q2 2022 | 27 |
| FB | FACEBOOK INC | 21 | 21 | 2.10% | 8.58% | 15.19% | Q4 2015 | Q4 2020 | 21 |
| ZEN | ZENDESK INC | 12 | 3 | 0.90% | 5.94% | 11.34% | Q4 2015 | Q2 2022 | 20 |
| BABA | ALIBABA GROUP HLDG LTD | 17 | 17 | 2.03% | 7.54% | 12.12% | Q1 2017 | Q1 2021 | 17 |
| TLND | TALEND S A | 10 | 5 | 1.30% | 5.57% | 13.56% | Q2 2017 | Q1 2021 | 15 |
| SNAP | SNAP INC | 12 | 12 | 0.63% | 6.72% | 10.14% | Q3 2019 | Q2 2022 | 12 |
| DOMO | DOMO INC | 12 | 12 | 1.02% | 2.94% | 4.65% | Q1 2019 | Q4 2021 | 12 |
| WDAY | WORKDAY INC | 11 | 11 | 4.22% | 8.10% | 15.39% | Q1 2020 | Q3 2022 | 11 |
| SQ | SQUARE INC | 11 | 11 | 0.39% | 7.20% | 12.51% | Q1 2020 | Q3 2022 | 11 |
| AMZN | AMAZON COM INC | 8 | 2 | 1.44% | 8.75% | 15.71% | Q4 2017 | Q3 2022 | 10 |
| JD | JD.COM INC | 10 | 10 | 3.35% | 6.54% | 9.87% | Q1 2019 | Q2 2021 | 10 |
| NOW | SERVICENOW INC | 8 | 1 | 2.28% | 6.29% | 12.02% | Q1 2016 | Q1 2021 | 10 |
| ESTC | ELASTIC N V | 10 | 10 | 2.06% | 4.91% | 9.98% | Q2 2020 | Q3 2022 | 10 |
| ATUS | ALTICE USA INC | 9 | 9 | 3.03% | 6.43% | 11.54% | Q1 2018 | Q1 2020 | 9 |
| CRM | SALESFORCE INC | 7 | 2 | 2.64% | 5.57% | 12.72% | Q3 2019 | Q3 2022 | 9 |
| EXPE | EXPEDIA INC DEL | 4 | 2 | 3.34% | 7.93% | 11.01% | Q1 2016 | Q4 2018 | 8 |
| PINS | PINTEREST INC | 8 | 8 | 3.05% | 4.99% | 6.91% | Q2 2020 | Q1 2022 | 8 |
| CHTR | CHARTER COMMUNICATIONS... | 5 | 1 | 1.33% | 4.33% | 10.99% | Q2 2016 | Q1 2021 | 8 |
| GPN | GLOBAL PMTS INC | 8 | 8 | 2.14% | 4.30% | 7.85% | Q1 2020 | Q4 2021 | 8 |
| PAGS | PAGSEGURO DIGITAL LTD | 7 | 7 | 7.77% | 11.37% | 18.45% | Q1 2018 | Q3 2019 | 7 |
| PANW | PALO ALTO NETWORKS INC | 2 | 1 | 5.12% | 6.73% | 10.89% | Q1 2016 | Q1 2019 | 7 |
| EA | ELECTRONIC ARTS INC | 6 | 6 | 4.26% | 8.24% | 16.00% | Q2 2016 | Q3 2017 | 6 |
| TTWO | TAKE-TWO INTERACTIVE S... | 5 | 1 | 4.07% | 5.27% | 7.40% | Q4 2017 | Q2 2020 | 6 |
| SPT | SPROUT SOCIAL INC | 6 | 6 | 0.76% | 5.07% | 7.72% | Q1 2020 | Q2 2021 | 6 |
| CLVT | CLARIVATE PLC | 6 | 6 | 2.28% | 4.35% | 8.05% | Q3 2019 | Q4 2020 | 6 |
| ABNB | AIRBNB INC | 5 | 1 | 2.26% | 3.51% | 5.49% | Q4 2020 | Q3 2022 | 6 |
| DBX | DROPBOX INC | 5 | 5 | 6.76% | 9.47% | 10.75% | Q3 2018 | Q3 2019 | 5 |
| DXC | DXC TECHNOLOGY CO | 5 | 5 | 6.14% | 7.00% | 7.89% | Q2 2017 | Q2 2018 | 5 |
| SONY CORP | 5 | 5 | 5.59% | 6.78% | 8.69% | Q1 2017 | Q1 2018 | 5 | |
| EGHT | 8X8 INC NEW | 5 | 5 | 3.88% | 5.94% | 6.91% | Q2 2017 | Q2 2018 | 5 |
| TWLO | TWILIO INC | 5 | 5 | 4.24% | 5.79% | 7.36% | Q3 2021 | Q3 2022 | 5 |
| MIME | MIMECAST LTD | 5 | 5 | 2.66% | 5.27% | 9.10% | Q1 2019 | Q1 2020 | 5 |
| WIX | WIX COM LTD | 4 | 1 | 1.82% | 3.25% | 5.00% | Q3 2017 | Q4 2018 | 5 |
| DADA | DADA NEXUS LTD | 5 | 5 | 1.87% | 2.51% | 3.19% | Q2 2020 | Q2 2021 | 5 |
| COMM | COMMSCOPE HLDG CO INC | 4 | 4 | 2.50% | 6.58% | 12.52% | Q1 2016 | Q4 2016 | 4 |
| MELI | MERCADOLIBRE INC | 4 | 4 | 2.48% | 4.76% | 6.28% | Q4 2021 | Q3 2022 | 4 |
| FIVN | FIVE9 INC | 4 | 4 | 2.20% | 3.06% | 3.69% | Q3 2019 | Q2 2020 | 4 |
| ELLI | ELLIE MAE INC | 2 | 1 | 1.38% | 8.73% | 13.86% | Q4 2015 | Q4 2016 | 3 |
| SMAR | SMARTSHEET INC | 3 | 3 | 5.78% | 8.72% | 13.03% | Q1 2022 | Q3 2022 | 3 |
| ZAYO | ZAYO GROUP HLDGS INC | 3 | 3 | 7.16% | 8.43% | 10.49% | Q2 2018 | Q4 2018 | 3 |
| GOOGL | ALPHABET INC | 3 | 3 | 7.10% | 8.15% | 10.07% | Q2 2016 | Q4 2016 | 3 |
| CYBR | CYBERARK SOFTWARE LTD | 2 | 1 | 6.47% | 7.64% | 8.36% | Q4 2015 | Q1 2017 | 3 |
| NTNX | NUTANIX INC | 3 | 3 | 3.08% | 7.20% | 9.99% | Q3 2018 | Q1 2019 | 3 |
| CTSH | COGNIZANT TECHNOLOGY S... | 3 | 3 | 5.23% | 6.12% | 7.57% | Q1 2017 | Q3 2017 | 3 |
| ADSK | AUTODESK INC | 3 | 3 | 4.24% | 6.02% | 8.09% | Q3 2018 | Q1 2019 | 3 |
| TSLA | TESLA MTRS INC | 2 | 1 | 3.81% | 5.51% | 6.74% | Q4 2015 | Q3 2019 | 3 |
| HUBS | HUBSPOT INC | 3 | 3 | 4.71% | 5.46% | 6.49% | Q1 2022 | Q3 2022 | 3 |
| PLAN | ANAPLAN INC | 3 | 3 | 3.41% | 4.85% | 5.63% | Q2 2021 | Q4 2021 | 3 |
| LOGM | LOGMEIN INC | 2 | 1 | 2.64% | 4.09% | 6.60% | Q3 2016 | Q4 2018 | 3 |
| ONTF | ON24 INC | 3 | 3 | 1.78% | 2.67% | 3.91% | Q2 2021 | Q4 2021 | 3 |
| PFPT | PROOFPOINT INC | 2 | 2 | 12.13% | 14.26% | 16.40% | Q1 2016 | Q2 2016 | 2 |
| CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 12.64% | 13.88% | 15.12% | Q4 2015 | Q1 2016 | 2 |
| CSOD | CORNERSTONE ONDEMAND INC | 2 | 2 | 10.80% | 10.86% | 10.92% | Q1 2016 | Q2 2016 | 2 |
| EQIX | EQUINIX INC | 2 | 2 | 3.15% | 8.53% | 13.91% | Q4 2015 | Q1 2016 | 2 |
| CHKP | CHECK POINT SOFTWARE T... | 2 | 2 | 5.27% | 6.11% | 6.95% | Q1 2017 | Q2 2017 | 2 |
| UBNT | UBIQUITI NETWORKS INC | 2 | 2 | 5.51% | 5.83% | 6.15% | Q3 2017 | Q4 2017 | 2 |
| COUP | COUPA SOFTWARE INC | 2 | 2 | 3.23% | 4.83% | 6.44% | Q4 2016 | Q1 2017 | 2 |
| TRIP | TRIPADVISOR INC | 2 | 2 | 3.15% | 4.13% | 5.11% | Q1 2019 | Q2 2019 | 2 |
| NIO | NIO INC | 2 | 2 | 2.32% | 4.12% | 5.92% | Q3 2019 | Q4 2019 | 2 |
| P | PANDORA MEDIA INC | 2 | 2 | 3.84% | 3.97% | 4.10% | Q3 2017 | Q4 2017 | 2 |
| UNIT | UNITI GROUP INC | 2 | 2 | 3.73% | 3.87% | 4.02% | Q3 2017 | Q4 2017 | 2 |
| SVMK | SVMK INC | 2 | 2 | 3.52% | 3.75% | 3.99% | Q1 2019 | Q2 2019 | 2 |
| HIIQ | HEALTH INS INNOVATIONS... | 2 | 2 | 3.28% | 3.52% | 3.75% | Q1 2019 | Q2 2019 | 2 |
| NEWR | NEW RELIC INC | 2 | 2 | 3.39% | 3.40% | 3.41% | Q2 2017 | Q3 2017 | 2 |
| MA | MASTERCARD INCORPORATED | 2 | 2 | 2.94% | 3.31% | 3.67% | Q3 2021 | Q4 2021 | 2 |
| ANGI | ANGI HOMESERVICES INC | 2 | 2 | 2.12% | 3.23% | 4.34% | Q2 2020 | Q3 2020 | 2 |
| MSFT | MICROSOFT CORP | 2 | 2 | 1.58% | 3.18% | 4.78% | Q1 2022 | Q2 2022 | 2 |
| NUAN | NUANCE COMMUNICATIONS INC | 2 | 2 | 2.59% | 3.14% | 3.68% | Q2 2017 | Q3 2017 | 2 |
| WAGE | WAGEWORKS INC | 2 | 2 | 2.30% | 3.01% | 3.72% | Q1 2019 | Q2 2019 | 2 |
| TMUS | T MOBILE US INC | 1 | 1 | 1.53% | 2.58% | 3.64% | Q1 2018 | Q2 2019 | 2 |
| MAPS | WM TECHNOLOGY INC | 2 | 2 | 1.22% | 2.47% | 3.72% | Q2 2021 | Q3 2021 | 2 |
| BILL | BILL COM HLDGS INC | 2 | 2 | 0.76% | 1.64% | 2.52% | Q4 2019 | Q1 2020 | 2 |
| INTEQ | INTELSAT S A | 2 | 2 | 0.86% | 1.00% | 1.13% | Q2 2019 | Q3 2019 | 2 |
| AVYA | AVAYA HLDGS CORP | 2 | 2 | 0.30% | 0.50% | 0.69% | Q2 2019 | Q3 2019 | 2 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 33.09% | 33.09% | 33.09% | Q3 2020 | Q3 2020 | 1 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 19.16% | 19.16% | 19.16% | Q3 2016 | Q3 2016 | 1 |
| ZEN | ZENDESK INC | 1 | 1 | 11.42% | 11.42% | 11.42% | Q2 2022 | Q2 2022 | 1 |
| EDU | NEW ORIENTAL ED & TECH... | 1 | 1 | 11.17% | 11.17% | 11.17% | Q2 2021 | Q2 2021 | 1 |
| GIMO | GIGAMON INC | 1 | 1 | 10.72% | 10.72% | 10.72% | Q4 2016 | Q4 2016 | 1 |
| DATA | TABLEAU SOFTWARE INC | 1 | 1 | 10.27% | 10.27% | 10.27% | Q3 2016 | Q3 2016 | 1 |
| GPN | GLOBAL PMTS INC | 1 | 1 | 8.00% | 8.00% | 8.00% | Q2 2021 | Q2 2021 | 1 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 1 | 1 | 7.85% | 7.85% | 7.85% | Q4 2015 | Q4 2015 | 1 |
| SBAC | SBA COMMUNICATIONS CORP | 1 | 1 | 7.73% | 7.73% | 7.73% | Q4 2015 | Q4 2015 | 1 |
| IWM | ISHARES TR | 1 | 1 | 6.70% | 6.70% | 6.70% | Q4 2020 | Q4 2020 | 1 |
| BLOX | INFOBLOX INC | 1 | 1 | 6.24% | 6.24% | 6.24% | Q4 2015 | Q4 2015 | 1 |
| ZAYO | ZAYO GROUP HLDGS INC | 1 | 1 | 5.80% | 5.80% | 5.80% | Q1 2019 | Q1 2019 | 1 |
| PAGS | PAGSEGURO DIGITAL LTD | 1 | 1 | 5.64% | 5.64% | 5.64% | Q2 2019 | Q2 2019 | 1 |
| CLDR | CLOUDERA INC | 1 | 1 | 5.16% | 5.16% | 5.16% | Q1 2018 | Q1 2018 | 1 |
| IRM | IRON MTN INC NEW | 1 | 1 | 4.93% | 4.93% | 4.93% | Q2 2019 | Q2 2019 | 1 |
| SAMSARA INC | 1 | 1 | 4.72% | 4.72% | 4.72% | Q1 2022 | Q1 2022 | 1 | |
| BKNG | BOOKING HLDGS INC | 1 | 1 | 4.56% | 4.56% | 4.56% | Q1 2020 | Q1 2020 | 1 |
| AMZN | AMAZON COM INC | 1 | 1 | 4.31% | 4.31% | 4.31% | Q1 2020 | Q1 2020 | 1 |
| GOOG | ALPHABET INC | 1 | 1 | 4.15% | 4.15% | 4.15% | Q4 2021 | Q4 2021 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 3.55% | 3.55% | 3.55% | Q1 2022 | Q1 2022 | 1 |
| RP | REALPAGE INC | 1 | 1 | 3.43% | 3.43% | 3.43% | Q4 2018 | Q4 2018 | 1 |
| GDDY | GODADDY INC | 1 | 1 | 3.07% | 3.07% | 3.07% | Q1 2019 | Q1 2019 | 1 |
| AVYA | AVAYA HLDGS CORP | 1 | 1 | 3.04% | 3.04% | 3.04% | Q2 2019 | Q2 2019 | 1 |
| N | NETSUITE INC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q4 2015 | Q4 2015 | 1 |
| IRBT | IROBOT CORP | 1 | 1 | 2.71% | 2.71% | 2.71% | Q4 2017 | Q4 2017 | 1 |
| GDS | GDS HLDGS LTD | 1 | 1 | 2.54% | 2.54% | 2.54% | Q2 2021 | Q2 2021 | 1 |
| EDU | NEW ORIENTAL ED & TECH... | 1 | 1 | 2.51% | 2.51% | 2.51% | Q2 2021 | Q2 2021 | 1 |
| CVNA | CARVANA CO | 1 | 1 | 2.37% | 2.37% | 2.37% | Q4 2021 | Q4 2021 | 1 |
| SSPK | SILVER SPIKE ACQUISITI... | 1 | 1 | 2.00% | 2.00% | 2.00% | Q1 2021 | Q1 2021 | 1 |
| WWE | WORLD WRESTLING ENTMT INC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q1 2020 | Q1 2020 | 1 |
| VG | VONAGE HLDGS CORP | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2019 | Q2 2019 | 1 |
| AMBA | AMBARELLA INC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2019 | Q3 2019 | 1 |
| SKLZ | SKILLZ INC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2021 | Q2 2021 | 1 |
| PVTL | PIVOTAL SOFTWARE INC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2019 | Q2 2019 | 1 |
| TRUE | TRUECAR INC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2015 | Q4 2015 | 1 |
| OPWR | OPOWER INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2015 | Q4 2015 | 1 |
| CNK | CINEMARK HLDGS INC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
| CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
| MDB | MONGODB INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
| INTEQ | INTELSAT S A | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q3 2019 | 1 |
| XONE | EXONE CO | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
| 0 | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
Download | |||||||||
The securities at the top of the list , including RINGCENTRAL INC, FACEBOOK INC, and ZENDESK INC, are the highest-conviction holdings of Hunt Lane Capital LP.
The conviction is calculated by counting the number of quarters a security has been reported by Hunt Lane Capital LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Hunt Lane Capital LP owns currently or has owned in the past.