2020 Q1

Adestella Investment Management
08 JUN 2020 · (LINK)
BUY Hostelworld Group plc @ 63.7 GBX +18% BUY XPO Logistics, Inc @ 62.8 USD +100%
Andaz Private Investments
31 MAY 2020 · (LINK)
Alliance Bernstein
31 MAY 2020 · (LINK)
LONG Allegion plc @ 98.0 USD +22% LONG Alphabet Inc @ 1264.8 USD +43% LONG Amazon.com, Inc @ 2156.8 USD +48% See 12 more → LONG Costco Wholesale Corporation @ 302.0 USD +23% LONG Edwards Lifesciences Corporation @ 68.5 USD +32% LONG Facebook, Inc @ 185.6 USD +44% LONG Intuitive Surgical, Inc @ 505.8 USD +62% LONG Microsoft Corporation @ 167.1 USD +31% LONG Monster Beverage Corporation @ 61.6 USD +54% LONG Motorola Solutions, Inc @ 144.0 USD +21% LONG PayPal Holdings, Inc @ 116.6 USD +108% LONG Regeneron Pharmaceuticals, Inc @ 518.1 USD -4% LONG UnitedHealth Group Incorporated @ 269.1 USD +35% LONG Vertex Pharmaceuticals Incorporated @ 250.5 USD -5% LONG Zoetis Inc @ 124.3 USD +35% ← Show less
Greenhaven Road Capital
26 APR 2020 · (LINK)
BUY Carvana Co @ 72.5 USD +284% LONG Chicken Soup for the Soul Entertainment, Inc @ 7.8 USD +149% LONG Digital Turbine, Inc @ 5.5 USD +849% See 8 more → LONG Kaleyra, Inc @ 7.5 USD +32% LONG KKR & Co. Inc @ 26.8 USD +51% LONG Optiva Inc @ 26.3 CAD +31% LONG PAR Technology Corporation @ 21.7 USD +186% BUY Pinterest, Inc @ 18.4 USD +291% BUY Roku, Inc @ 107.7 USD +270% LONG SharpSpring, Inc @ 9.4 USD +78% BUY Uber Technologies, Inc @ 30.9 USD +72% ← Show less
Summers Value Partners
17 APR 2020 · (LINK)
LONG Electromed, Inc @ 10.7 USD -5% LONG Emisphere Technologies, Inc @ 6.9 USD +16262% LONG Knight Therapeutics Inc @ 6.9 CAD -22% See 1 more → LONG Taro Pharmaceutical Industries Ltd @ 70.0 USD +13% ← Show less
Antipodes Partners
17 APR 2020 · (LINK)
LONG Alibaba Group Holding Limited @ 204.2 USD +16% LONG Continental Aktiengesellschaft @ 90.5 USD +60% LONG Gilead Sciences, Inc @ 70.4 USD -10% See 9 more → LONG JD.com, Inc @ 40.7 USD +125% LONG Lowe's Companies, Inc @ 103.0 USD +60% LONG Microsoft Corporation @ 164.6 USD +33% LONG Nordstrom, Inc @ 28.5 USD +20% LONG Roche Holding AG @ 319.1 USD +10% LONG TechnipFMC plc @ 12.0 USD -3% LONG Tencent Holdings Limited @ 49.4 USD +56% LONG T-Mobile US, Inc @ 86.0 USD +57% LONG Uber Technologies, Inc @ 31.5 USD +69% ← Show less
Madison Funds
15 APR 2020 · (LINK)
LONG Adobe Inc @ 338.4 USD +43% LONG Alcon Inc @ 56.4 USD +16% LONG Analog Devices, Inc @ 104.6 USD +50% See 11 more → LONG Becton, Dickinson and Company @ 246.5 USD +3% LONG Charter Communications, Inc @ 482.0 USD +32% LONG Danaher Corporation @ 149.3 USD +63% LONG Jacobs Engineering Group Inc @ 89.0 USD +28% LONG Linde plc @ 191.0 USD +42% LONG Lowe's Companies, Inc @ 103.8 USD +59% LONG Novartis AG @ 85.9 USD +9% LONG PPG Industries, Inc @ 103.7 USD +43% LONG The TJX Companies, Inc @ 55.0 USD +28% LONG Varian Medical Systems, Inc @ 125.6 USD +40% LONG Visa Inc @ 183.6 USD +17% ← Show less
Pabrai Funds
14 APR 2020 · (LINK)
Turtle Creek Asset Management
12 APR 2020 · (LINK)
LONG Berry Global Group, Inc @ 38.7 USD +39% LONG Ingersoll Rand Inc @ 29.4 USD +58% LONG Magna International Inc @ 43.0 USD +76% See 6 more → LONG PRA Group, Inc @ 33.4 USD +7% LONG Premium Brands Holdings Corporation @ 87.3 CAD +16% LONG SS&C Technologies Holdings, Inc @ 54.4 USD +32% LONG TFI International Inc @ 38.4 CAD +85% LONG The Middleby Corporation @ 91.8 USD +49% LONG Urban Outfitters, Inc @ 21.8 USD +23% ← Show less
Massif Capital
10 APR 2020 · (LINK)
LONG Africa Oil Corp @ 1.2 CAD +4% LONG ARC Resources Ltd @ 4.1 USD +20% SHORT CSX Corporation @ 68.2 USD +41% See 7 more → SHORT Deere & Company @ 152.7 USD +92% LONG Equinor ASA @ 14.6 USD +27% LONG GrafTech International Ltd @ 9.2 USD +27% LONG Star Bulk Carriers Corp @ 7.7 USD +44% SHORT Sunrun Inc @ 15.9 USD +506% SHORT Union Pacific Corporation @ 159.9 USD +37% LONG Vestas Wind Systems A/S @ 30.6 USD +182% ← Show less
Andaz Private Investments
09 APR 2020 · (LINK)
Longleaf Partners
09 APR 2020 · (LINK)
LONG Alphabet Inc @ 1331.9 USD +36% LONG CenturyLink, Inc @ 11.7 USD -10% LONG CNH Industrial N.V @ 8.2 USD +66% See 8 more → LONG CNX Resources Corporation @ 6.6 USD +84% LONG DuPont de Nemours, Inc @ 45.6 USD +79% LONG Fairfax Financial Holdings Limited @ 539.7 CAD -14% LONG General Electric Company @ 10.1 USD +12% LONG Hyatt Hotels Corporation @ 71.1 USD +5% LONG Mattel, Inc @ 11.7 USD +57% LONG Park Hotels & Resorts Inc @ 16.1 USD +8% LONG Raytheon Technologies Corporation @ 79.6 USD -12% ← Show less
Riverpark Funds
09 APR 2020 · (LINK)
LONG Amazon.com, Inc @ 1944.0 USD +64% LONG Bill.com Holdings, Inc @ 47.0 USD +195% LONG DexCom, Inc @ 252.4 USD +54% See 10 more → LONG Exact Sciences Corporation @ 77.2 USD +70% LONG Illumina, Inc @ 282.1 USD +35% LONG Intuitive Surgical, Inc @ 538.5 USD +52% LONG Lockheed Martin Corporation @ 383.8 USD -12% LONG Mastercard Incorporated @ 291.4 USD +21% LONG Pinterest, Inc @ 19.0 USD +278% LONG RingCentral, Inc @ 209.6 USD +85% LONG The Walt Disney Company @ 121.5 USD +47% LONG Twitter, Inc @ 31.5 USD +63% LONG Uber Technologies, Inc @ 32.1 USD +66% ← Show less
Muddy Waters
08 APR 2020 · (LINK)
SHORT eHealth, Inc @ 116.9 USD -40%
Vltava Fund
08 APR 2020 · (LINK)
LONG Alimentation Couche-Tard Inc @ 40.6 CAD +5% LONG Babcock International Group PLC @ 481.8 GBP -46% LONG Bayerische Motoren Werke AG @ 60.3 USD +43% See 12 more → LONG Berkshire Hathaway Inc @ 312742.8 USD +13% LONG Burford Capital Limited @ 525.5 GBX +24% LONG Credit Acceptance Corporation @ 385.8 USD -12% LONG Crest Nicholson Holdings plc @ 362.7 GBP -17% LONG Laboratory Corporation of America Holdings @ 163.5 USD +31% LONG Magna International Inc @ 43.4 USD +75% LONG Markel Corporation @ 1120.9 USD -6% LONG Samsung Electronics Co Ltd GDR @ 1150.4 USD LONG Sberbank of Russia @ 13.7 USD +14% LONG S&U plc @ 1962.6 GBP +12% LONG Teekay LNG Partners L.P @ 11.5 USD +8% LONG WH Smith PLC @ 1906.2 GBP -17% ← Show less
Akre Focus Fund
08 APR 2020 · (LINK)
LONG American Tower Corporation (REIT) @ 230.7 USD -4% LONG CarMax, Inc @ 81.5 USD +25% LONG Constellation Software Inc @ 1346.2 CAD +22% See 7 more → LONG Markel Corporation @ 1120.9 USD -6% LONG Mastercard Incorporated @ 292.0 USD +21% LONG Moody's Corporation @ 239.8 USD +17% LONG O'Reilly Automotive, Inc @ 372.9 USD +28% LONG Roper Technologies, Inc @ 348.5 USD +24% LONG SBA Communications Corporation (REIT) @ 266.2 USD +1% LONG Visa Inc @ 185.4 USD +16% ← Show less
Pershing Square Holdings
07 APR 2020 · (LINK)
LONG Agilent Technologies, Inc @ 79.0 USD +61% LONG Berkshire Hathaway Inc @ 313571.2 USD +12% LONG Chipotle Mexican Grill, Inc @ 775.0 USD +81% See 7 more → LONG Federal National Mortgage Association @ 2.7 USD -27% LONG Freddie Mac @ 2.5 USD -23% LONG Hilton Worldwide Holdings Inc @ 93.6 USD +22% LONG Lowe's Companies, Inc @ 106.0 USD +56% LONG Restaurant Brands International Inc @ 72.1 CAD +13% LONG Starbucks Corporation @ 78.6 USD +34% LONG The Howard Hughes Corporation @ 99.4 USD -19% ← Show less
Wedgewood Partners
07 APR 2020 · (LINK)
LONG Booking Holdings Inc @ 1698.9 USD +34% LONG CDW Corporation @ 118.2 USD +14% LONG Edwards Lifesciences Corporation @ 71.0 USD +28% See 8 more → LONG Electronic Arts Inc @ 104.9 USD +35% LONG Facebook, Inc @ 192.1 USD +39% LONG Keysight Technologies, Inc @ 93.8 USD +57% LONG Microsoft Corporation @ 163.6 USD +34% LONG Motorola Solutions, Inc @ 163.9 USD +6% LONG NVIDIA Corporation @ 253.2 USD +110% LONG Starbucks Corporation @ 78.6 USD +34% LONG Visa Inc @ 185.6 USD +16% ← Show less
Wolfpack Research
07 APR 2020 · (LINK)
SHORT iQIYI, Inc @ 16.8 USD +17%
Bluehawk Investors
07 APR 2020 · (LINK)
LONG Charter Communications, Inc @ 484.9 USD +31% LONG Constellation Brands, Inc @ 171.6 USD +34% LONG Electronic Arts Inc @ 104.9 USD +35% See 13 more → LONG Facebook, Inc @ 192.1 USD +39% LONG Floor & Decor Holdings, Inc @ 45.1 USD +123% LONG Intuit Inc @ 267.1 USD +40% LONG Intuitive Surgical, Inc @ 540.9 USD +51% LONG Lululemon Athletica Inc @ 220.3 USD +66% LONG Match Group, Inc @ USD LONG Microsoft Corporation @ 163.6 USD +34% LONG Netflix, Inc @ 356.5 USD +43% LONG ServiceNow, Inc @ 309.9 USD +71% LONG Splunk Inc @ 143.9 USD +15% LONG Teleperformance SE @ 223.3 USD +54% LONG The New York Times Company @ 34.0 USD +41% LONG Visa Inc @ 185.6 USD +16% ← Show less
Ruane, Cunniff & Goldfarb
06 APR 2020 · (LINK)
LONG Alphabet Inc @ 1341.6 USD +35% LONG Arista Networks, Inc @ 207.2 USD +48% LONG Berkshire Hathaway Inc @ 314558.5 USD +12% See 11 more → LONG Booking Holdings Inc @ 1709.9 USD +33% LONG CarMax, Inc @ 82.3 USD +24% LONG Constellation Software Inc @ 1346.9 CAD +22% LONG Credit Acceptance Corporation @ 391.1 USD -13% LONG Facebook, Inc @ 192.8 USD +39% LONG Jacobs Engineering Group Inc @ 90.0 USD +26% LONG Liberty Broadband Corporation @ 121.2 USD +25% LONG Mastercard Incorporated @ 293.2 USD +21% LONG The Charles Schwab Corporation @ 40.9 USD +44% LONG UnitedHealth Group Incorporated @ 270.1 USD +35% LONG Wayfair Inc @ 74.3 USD +248% ← Show less
Glasshouse Research
02 APR 2020 · (LINK)
SHORT Cubic Corporation @ 57.0 USD +12%
Spruce Point Capital Management
02 APR 2020 · (LINK)
SHORT WD-40 Company @ 187.1 USD +61%
Desert Lion Capital
01 APR 2020 · (LINK)
LONG Alviva Holdings Limited @ 530 ZAR +77% LONG Balwin Properties Limited @ 262 ZAR +90% LONG Cartrack Holdings Limited @ 2356.0 ZAR +117% See 2 more → LONG PSG Group Limited @ 130 ZAR +4446% LONG Stadio Holdings Limited @ 120 ZAR +65% ← Show less
1 Main Capital
01 APR 2020 · (LINK)
BUY GMS Inc @ 23.5 USD +41%
Cooper Investors
31 MAR 2020 · (LINK)
LONG Agilent Technologies, Inc @ 80.0 USD +59% LONG Aon Plc @ 204.1 USD +1% LONG Arthur J. Gallagher & Co @ 95.0 USD +27% See 16 more → LONG Cerner Corporation @ 70.7 USD +13% LONG CME Group Inc @ 197.6 USD +1% LONG Comcast Corporation @ 41.7 USD +24% LONG Costco Wholesale Corporation @ 302.5 USD +22% LONG Danaher Corporation @ 151.7 USD +61% LONG Eurofins Scientific SE @ 12.9 USD -32% LONG Ferrovial, S.A @ 29.2 USD -6% LONG Fiserv, Inc @ 111.1 USD +5% LONG HDFC Bank Limited @ 53.8 USD +35% LONG Intercontinental Exchange, Inc @ 90.1 USD +31% LONG Intuit Inc @ 270.1 USD +39% LONG RELX PLC @ 1861.4 GBP -2% LONG Scout24 AG @ 66.4 USD +22% LONG Sony Corporation @ 65.3 USD +59% LONG S&P Global Inc @ 273.3 USD +20% LONG Synopsys, Inc @ 142.2 USD +85% ← Show less
Fundsmith Equity Fund
31 MAR 2020 · (LINK)
LONG Amadeus IT Group, S.A @ 70.0 USD -0% LONG InterContinental Hotels Group PLC @ 4272.1 GBX +14% LONG Mastercard Incorporated @ 296.8 USD +19% See 4 more → LONG Microsoft Corporation @ 163.8 USD +34% LONG Reckitt Benckiser Group plc @ 5995.3 GBX +5% LONG The Clorox Company @ 164.0 USD +21% LONG Visa Inc @ 187.9 USD +15% ← Show less
Ensemble Capital
31 MAR 2020 · (LINK)
LONG BlackLine, Inc @ 58.5 USD +122% LONG Chipotle Mexican Grill, Inc @ 790.5 USD +77% LONG Fastenal Company @ 34.9 USD +45% See 8 more → LONG Ferrari N.V @ 161.2 USD +35% LONG First American Financial Corporation @ 56.4 USD -6% LONG First Republic Bank @ 105.6 USD +53% LONG Intuitive Surgical, Inc @ 549.5 USD +49% LONG Netflix, Inc @ 353.8 USD +44% LONG NVR, Inc @ 3586.0 USD +10% LONG The Charles Schwab Corporation @ 41.7 USD +42% LONG The Home Depot, Inc @ 217.1 USD +24% ← Show less
Third Avenue Management
31 MAR 2020 · (LINK)
LONG Bayerische Motoren Werke AG @ 62.7 USD +38% LONG Deutsche Bank Aktiengesellschaft @ 8.3 USD +40% LONG FedEx Corporation @ 139.6 USD +76% See 4 more → LONG Hawaiian Holdings, Inc @ 22.7 USD -14% LONG Interfor Corporation @ 12.3 CAD +95% LONG Old Republic International Corporation @ 20.1 USD -5% LONG Vornado Realty Trust @ 55.8 USD -35% ← Show less
Artisan Partners
31 MAR 2020 · (LINK)
LONG Ameren Corporation @ 78.4 USD -4% LONG Aptiv PLC @ 78.4 USD +86% LONG Atlassian Corporation Plc @ 139.8 USD +68% See 12 more → LONG Boston Scientific Corporation @ 39.1 USD -6% LONG Catalent, Inc @ 54.6 USD +106% LONG CMS Energy Corporation @ 63.4 USD -9% LONG Datadog, Inc @ 41.2 USD +142% LONG Exact Sciences Corporation @ 81.2 USD +61% LONG Fidelity National Information Services, Inc @ 138.2 USD +0% LONG Global Payments Inc @ 182.4 USD +13% LONG Halozyme Therapeutics, Inc @ 19.0 USD +130% LONG Lululemon Athletica Inc @ 223.7 USD +63% LONG Tradeweb Markets Inc @ 45.7 USD +43% LONG ZOOM Technologies, Inc @ 4.2 USD LONG Zscaler, Inc @ 55.0 USD +259% ← Show less
Baron Funds
31 MAR 2020 · (LINK)
LONG Clarivate Plc @ 20.0 USD +54% LONG CoStar Group, Inc @ 651.7 USD +41% LONG DexCom, Inc @ 248.9 USD +56% See 12 more → LONG Equinix, Inc. (REIT) @ 594.5 USD +16% LONG Fair Isaac Corporation @ 368.3 USD +36% LONG Gartner, Inc @ 137.0 USD +23% LONG GDS Holdings Limited @ 55.8 USD +85% LONG Guidewire Software, Inc @ 104.5 USD +25% LONG MSCI Inc @ 282.3 USD +60% LONG RingCentral, Inc @ 206.0 USD +88% LONG SBA Communications Corporation (REIT) @ 263.1 USD +2% LONG TransUnion @ 86.2 USD +10% LONG Vail Resorts, Inc @ 212.7 USD +31% LONG Veeva Systems Inc @ 146.3 USD +97% LONG Verisk Analytics, Inc @ 156.2 USD +29% ← Show less
JCapital Research
26 MAR 2020 · (LINK)
SHORT GDS Holdings Limited @ 55.5 USD +86%
Ensemble Capital
20 MAR 2020 · (LINK)
LONG Alphabet Inc @ 1382.5 USD +31% LONG Booking Holdings Inc @ 1836.4 USD +24% LONG Broadridge Financial Solutions, Inc @ 116.3 USD +34% See 5 more → LONG Landstar System, Inc @ 107.8 USD +34% LONG Masimo Corporation @ 170.7 USD +66% LONG Mastercard Incorporated @ 303.1 USD +17% LONG Paychex, Inc @ 81.5 USD +13% LONG Starbucks Corporation @ 82.7 USD +28% ← Show less
The Schiehallion Fund
20 MAR 2020 · (LINK)
Andaz Private Investments
29 FEB 2020 · (LINK)
Andaz Private Investments
31 JAN 2020 · (LINK)
JDP Capital
31 DEC 2019 · (LINK)
LONG Spotify Technology S.A @ 137.7 USD +156% LONG StoneCo Ltd @ 36.6 USD +119% LONG XPO Logistics, Inc @ 79.6 USD +58% See 3 more → LONG Autodesk, Inc @ 162.3 USD +97% LONG Cardlytics, Inc @ 49.1 USD +200% LONG EchoStar Corporation @ 40.2 USD -44% ← Show less

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