BREAKLINE CAPITAL LLC holdings history

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136 is the total number of securities BREAKLINE CAPITAL LLC has owned. The longest BREAKLINE CAPITAL LLC has owned a single stock is 18 quarters.

BREAKLINE CAPITAL LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP1131.74%5.70%10.45%Q4 2017Q4 202218
AMAT APPLIED MATLS INC1031.94%5.09%10.40%Q4 2017Q4 202217
NOW SERVICENOW INC411.25%2.88%4.30%Q1 2018Q3 202213
DELL DELL TECHNOLOGIES INC1111.68%6.49%13.55%Q2 2019Q4 202212
ADBE ADOBE SYSTEMS INCORPOR...912.49%5.03%9.42%Q4 2017Q1 202112
NXPI NXP SEMICONDUCTORS N V752.62%4.94%8.11%Q4 2018Q4 202112
KLAC KLA-TENCOR CORP612.19%4.72%9.72%Q3 2018Q4 202212
MU MICRON TECHNOLOGY INC411.09%2.54%4.88%Q4 2017Q2 202212
V VISA INC831.67%5.85%10.14%Q4 2017Q4 202211
MA MASTERCARD INCORPORATED411.99%4.92%10.07%Q4 2017Q4 202111
AMD ADVANCED MICRO DEVICES...411.27%3.97%7.74%Q4 2018Q4 202211
PLAN ANAPLAN INC510.66%1.75%3.63%Q4 2018Q3 202110
CRM SALESFORCE INC312.33%4.63%6.65%Q3 2018Q3 20229
AMZN AMAZON COM INC310.90%4.20%6.95%Q2 2018Q4 20219
GPN GLOBAL PMTS INC510.90%4.04%6.58%Q4 2018Q3 20219
STM STMICROELECTRONICS N V331.18%2.85%4.74%Q2 2019Q4 20229
NVDA NVIDIA CORPORATION311.20%2.65%4.71%Q1 2018Q4 20219
RP REALPAGE INC881.66%4.05%5.75%Q4 2017Q3 20198
MRVL MARVELL TECHNOLOGY GRO...621.82%3.85%7.28%Q4 2017Q3 20208
RPD RAPID7 INC531.12%2.20%3.53%Q3 2018Q4 20208
AVGO BROADCOM INC312.86%4.86%8.36%Q2 2018Q4 20227
DXC DXC TECHNOLOGY CO521.80%4.79%8.21%Q4 2017Q1 20217
FISV FISERV INC410.97%4.37%8.45%Q4 2017Q1 20217
JBL JABIL INC522.04%4.15%6.75%Q2 2020Q4 20227
SWKS SKYWORKS SOLUTIONS INC210.97%3.88%6.00%Q3 2018Q4 20227
CSCO CISCO SYS INC312.31%3.82%5.74%Q4 2017Q3 20217
PANW PALO ALTO NETWORKS INC611.58%3.57%5.17%Q3 2020Q4 20227
QCOM QUALCOMM INC412.21%3.39%4.19%Q4 2018Q2 20227
NFLX NETFLIX INC211.37%3.34%6.48%Q3 2018Q4 20227
QRVO QORVO INC511.40%2.89%7.61%Q4 2017Q3 20217
CIEN CIENA CORP211.02%2.67%4.54%Q4 2019Q4 20227
FB FACEBOOK INC310.51%2.07%3.49%Q1 2018Q1 20217
ASML ASML HOLDING N V311.49%5.64%9.33%Q4 2017Q2 20216
ADI ANALOG DEVICES INC313.86%5.45%8.39%Q1 2018Q4 20226
MCHP MICROCHIP TECHNOLOGY INC.422.02%4.62%8.00%Q4 2018Q3 20216
ADP AUTOMATIC DATA PROCESS...511.86%4.29%6.66%Q4 2017Q3 20196
CMCSA COMCAST CORP NEW412.08%4.24%8.42%Q4 2019Q4 20226
MRVL MARVELL TECHNOLOGY INC421.97%3.48%6.16%Q2 2021Q4 20226
INTU INTUIT211.13%3.38%4.73%Q3 2018Q4 20226
WDAY WORKDAY INC311.00%2.81%5.63%Q1 2018Q4 20226
TWLO TWILIO INC310.86%2.17%4.60%Q4 2018Q2 20216
CRWD CROWDSTRIKE HLDGS INC410.80%1.00%1.19%Q4 2019Q3 20216
GOOGL ALPHABET INC212.29%3.72%4.79%Q4 2017Q3 20215
TSM TAIWAN SEMICONDUCTOR M...211.31%3.03%7.15%Q4 2018Q3 20215
HUBS HUBSPOT INC411.39%2.53%3.91%Q4 2020Q2 20225
BKNG BOOKING HOLDINGS INC311.15%2.07%2.72%Q3 2020Q3 20225
PYPL PAYPAL HLDGS INC411.05%2.03%2.80%Q4 2019Q1 20215
SPGI S&P GLOBAL INC212.27%4.09%7.61%Q1 2018Q4 20204
GLW CORNING INC221.58%3.03%4.01%Q4 2018Q2 20214
TSS TOTAL SYS SVCS INC211.85%2.93%4.14%Q4 2017Q1 20194
WDC WESTERN DIGITAL CORP.311.31%2.63%4.36%Q3 2019Q3 20224
DIS DISNEY WALT CO211.78%2.50%3.27%Q1 2019Q1 20214
CHTR CHARTER COMMUNICATIONS...311.80%2.31%2.85%Q2 2020Q2 20224
ON ON SEMICONDUCTOR CORP111.61%2.06%3.04%Q4 2017Q2 20214
NTAP NETAPP INC211.58%2.06%3.00%Q3 2020Q3 20224
UBER UBER TECHNOLOGIES INC211.58%2.03%2.52%Q4 2019Q3 20214
ZEN ZENDESK INC441.03%1.89%3.80%Q4 2018Q3 20194
TEAM ATLASSIAN CORP PLC211.18%1.84%3.17%Q3 2019Q2 20224
DOCU DOCUSIGN INC310.92%1.71%2.49%Q2 2020Q2 20214
PSTG PURE STORAGE INC310.67%1.54%2.34%Q4 2018Q4 20224
RNG RINGCENTRAL INC210.93%1.48%1.96%Q4 2018Q4 20204
TENB TENABLE HLDGS INC310.28%1.01%1.45%Q1 2019Q4 20224
SMAR SMARTSHEET INC440.75%0.96%1.43%Q4 2018Q3 20194
WP WORLDPAY INC213.46%5.46%7.56%Q3 2018Q2 20193
IGV ISHARES TR334.73%5.09%5.65%Q2 2022Q4 20223
ADSK AUTODESK INC210.68%4.93%9.62%Q4 2017Q4 20193
TXN TEXAS INSTRS INC212.80%4.84%7.92%Q3 2018Q3 20223
AAPL APPLE INC113.47%4.40%5.96%Q3 2018Q4 20203
FOXA FOX CORP332.71%4.23%5.64%Q2 2022Q4 20223
ANET ARISTA NETWORKS INC332.36%3.18%4.50%Q1 2022Q3 20223
INTC INTEL CORP111.57%2.85%5.07%Q1 2018Q1 20223
BABA ALIBABA GROUP HLDG LTD211.51%2.56%4.53%Q1 2018Q2 20193
FLEX FLEX LTD211.38%2.05%3.06%Q2 2018Q3 20193
FDC FIRST DATA CORP NEW226.35%8.04%9.73%Q1 2019Q2 20192
IBM INTERNATIONAL BUSINESS...114.02%7.68%11.34%Q3 2021Q2 20222
JNPR JUNIPER NETWORKS INC224.05%4.55%5.05%Q3 2022Q4 20222
LRCX LAM RESEARCH CORP113.27%4.04%4.81%Q4 2017Q4 20192
XLNX XILINX INC113.80%3.98%4.16%Q3 2018Q2 20192
TMUS T-MOBILE US INC223.34%3.89%4.43%Q3 2022Q4 20222
FIS FIDELITY NATL INFORMAT...110.98%3.40%5.82%Q4 2019Q2 20202
ACN ACCENTURE PLC IRELAND113.06%3.16%3.25%Q3 2021Q1 20222
VMW VMWARE INC112.56%3.06%3.55%Q4 2017Q2 20202
G GENPACT LIMITED222.57%3.05%3.52%Q2 2020Q3 20202
IPHI INPHI CORP222.69%2.71%2.73%Q2 2020Q3 20202
WEX WEX INC221.47%2.52%3.56%Q1 2018Q2 20182
SNAP SNAP INC221.90%2.16%2.42%Q3 2020Q4 20202
HPQ HP INC110.99%2.01%3.04%Q4 2019Q1 20212
TWTR TWITTER INC111.65%1.88%2.11%Q4 2018Q3 20192
STX SEAGATE TECHNOLOGY PLC110.93%1.41%1.88%Q4 2018Q2 20202
FTNT FORTINET INC221.05%1.22%1.39%Q4 2020Q1 20212
VIAC VIACOMCBS INC220.60%0.77%0.94%Q2 2020Q3 20202
COUP COUPA SOFTWARE INC220.32%0.56%0.81%Q1 2019Q2 20192
CTSH COGNIZANT TECHNOLOGY S...115.43%5.43%5.43%Q2 2022Q2 20221
YNDX YANDEX N V115.29%5.29%5.29%Q2 2018Q2 20181
HPE HEWLETT PACKARD ENTERP...115.16%5.16%5.16%Q1 2022Q1 20221
CDW CDW CORP114.83%4.83%4.83%Q4 2017Q4 20171
TRU TRANSUNION114.42%4.42%4.42%Q2 2019Q2 20191
PTC PTC INC114.17%4.17%4.17%Q3 2018Q3 20181
CY CYPRESS SEMICONDUCTOR ...113.48%3.48%3.48%Q4 2017Q4 20171
INFY INFOSYS LTD113.21%3.21%3.21%Q2 2018Q2 20181
TTWO TAKE-TWO INTERACTIVE S...113.14%3.14%3.14%Q4 2017Q4 20171
MSI MOTOROLA SOLUTIONS INC112.86%2.86%2.86%Q3 2022Q3 20221
MCO MOODYS CORP112.81%2.81%2.81%Q2 2020Q2 20201
KEYS KEYSIGHT TECHNOLOGIES INC112.59%2.59%2.59%Q4 2019Q4 20191
VRSK VERISK ANALYTICS INC112.33%2.33%2.33%Q2 2020Q2 20201
LOGM LOGMEIN INC112.30%2.30%2.30%Q4 2018Q4 20181
EVOP EVO PMTS INC112.24%2.24%2.24%Q2 2018Q2 20181
T AT&T INC112.16%2.16%2.16%Q2 2020Q2 20201
INFO IHS MARKIT LTD112.09%2.09%2.09%Q2 2020Q2 20201
ANSS ANSYS INC112.07%2.07%2.07%Q3 2020Q3 20201
APH AMPHENOL CORP NEW112.04%2.04%2.04%Q2 2020Q2 20201
XRX XEROX HOLDINGS CORP111.94%1.94%1.94%Q4 2019Q4 20191
ORCL ORACLE CORP111.93%1.93%1.93%Q4 2022Q4 20221
MTSI MACOM TECH SOLUTIONS H...111.91%1.91%1.91%Q1 2022Q1 20221
AMBA AMBARELLA INC111.88%1.88%1.88%Q3 2018Q3 20181
EFX EQUIFAX INC111.82%1.82%1.82%Q2 2020Q2 20201
ATUS ALTICE USA INC111.77%1.77%1.77%Q2 2020Q2 20201
AVLR AVALARA INC111.72%1.72%1.72%Q3 2019Q3 20191
TER TERADYNE INC111.70%1.70%1.70%Q4 2019Q4 20191
CSGP COSTAR GROUP INC111.59%1.59%1.59%Q1 2019Q1 20191
DDOG DATADOG INC111.29%1.29%1.29%Q2 2020Q2 20201
SQ SQUARE INC111.08%1.08%1.08%Q4 2020Q4 20201
WK WORKIVA INC111.06%1.06%1.06%Q1 2019Q1 20191
SHOP SHOPIFY INC111.04%1.04%1.04%Q2 2020Q2 20201
IAC IAC INTERACTIVECORP110.95%0.95%0.95%Q3 2018Q3 20181
EA ELECTRONIC ARTS INC110.94%0.94%0.94%Q2 2018Q2 20181
NOK NOKIA CORP110.92%0.92%0.92%Q2 2020Q2 20201
DATA TABLEAU SOFTWARE INC110.92%0.92%0.92%Q2 2019Q2 20191
ERIC ERICSSON110.91%0.91%0.91%Q2 2020Q2 20201
PS PLURALSIGHT INC110.79%0.79%0.79%Q1 2019Q1 20191
NOVA SUNNOVA ENERGY INTL INC.110.66%0.66%0.66%Q3 2020Q3 20201
PTON PELOTON INTERACTIVE INC110.64%0.64%0.64%Q3 2020Q3 20201
SNOW SNOWFLAKE INC110.54%0.54%0.54%Q4 2022Q4 20221
AYX ALTERYX INC110.52%0.52%0.52%Q1 2019Q1 20191
AVT AVNET INC110.46%0.46%0.46%Q4 2018Q4 20181
No holdings110.00%0.00%0.00%Q1 2020Q1 20201
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The securities at the top of the list , including MICROSOFT CORP, APPLIED MATLS INC, and SERVICENOW INC, are the highest-conviction holdings of BREAKLINE CAPITAL LLC.

The conviction is calculated by counting the number of quarters a security has been reported by BREAKLINE CAPITAL LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that BREAKLINE CAPITAL LLC owns currently or has owned in the past.