$316 Million is the total value of Sanoor Capital Management LP's 16 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HDB | New | HDFC BANK LTD | $28,633,000 | – | 304,285 | +100.0% | 9.07% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $20,343,000 | – | 64,100 | +100.0% | 6.45% | – |
| WP | New | WORLDPAY INCcl a | $20,173,000 | – | 199,200 | +100.0% | 6.39% | – |
| BA | New | BOEING CO | $20,157,000 | – | 54,200 | +100.0% | 6.39% | – |
| NOW | New | SERVICENOW INC | $19,583,000 | – | 100,100 | +100.0% | 6.20% | – |
| SPLK | New | SPLUNK INC | $18,729,000 | – | 154,900 | +100.0% | 5.94% | – |
| CAT | New | CATERPILLAR INC DEL | $17,109,000 | – | 112,200 | +100.0% | 5.42% | – |
| DAL | New | DELTA AIR LINES INC DEL | $9,698,000 | – | 167,700 | +100.0% | 3.07% | – |
| CRM | New | SALESFORCE COM INC | $8,190,000 | – | 51,500 | +100.0% | 2.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ADVANCED MICRO DEVICES INC | 9 | Q4 2018 | 15.7% |
| MICRON TECHNOLOGY INC | 8 | Q4 2018 | 15.6% |
| WESTLAKE CHEM CORP | 8 | Q3 2018 | 11.0% |
| XPO LOGISTICS INC | 6 | Q3 2018 | 14.4% |
| SHOPIFY INC | 6 | Q3 2018 | 9.1% |
| BANK AMER CORP | 5 | Q2 2018 | 14.1% |
| SONY CORP | 5 | Q2 2018 | 5.2% |
| CITIGROUP INC | 4 | Q3 2017 | 17.0% |
| HDFC BANK LTD | 3 | Q1 2019 | 12.2% |
| HP INC | 3 | Q2 2017 | 8.5% |
View Sanoor Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-08-02 |
| 13F-HR | 2019-05-14 |
| 13F-HR | 2019-02-14 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-14 |
| 13F-HR | 2018-02-14 |
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-14 |
| 13F-HR | 2017-05-12 |
View Sanoor Capital Management LP'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.