Legal Name: VALINOR MANAGEMENT, L.P.
報告期間:
Jun 30, 2019
有効日:
Aug 14, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
UBER TECHNOLOGIES INC COM (90353T100)
|
2,401,135 |
$111,365k |
|
Netflix Inc (64110L106)
|
251,608 |
$92,421k |
|
PTC INC (69370C100)
|
841,975 |
$75,576k |
|
Amazon.com Inc (023135106)
|
37,350 |
$70,727k |
|
Univar Inc (91336L107)
|
3,142,858 |
$69,269k |
|
SS&C TECH HLDGS (78467J100)
|
1,201,181 |
$69,200k |
|
BROADCOM INC (11135F101)
|
222,839 |
$64,146k |
|
ALPHABET INC (02079K305)
|
56,626 |
$61,315k |
|
BOYD GAMING CORP (103304101)
|
1,987,973 |
$53,556k |
|
NORFOLK SOUTHERN (655844108)
|
263,336 |
$52,491k |
|
DXC TECHNOLOGY CO (23355L106)
|
858,837 |
$47,365k |
|
CARTERS INC (146229109)
|
429,265 |
$41,871k |
|
salesforce.com Inc (79466L302)
|
245,713 |
$37,282k |
|
TJX COMPANIES INC (872540109)
|
639,486 |
$33,816k |
|
Wix Com LTD (M98068105)
|
234,480 |
$33,320k |
|
TRANSDIGM GROUP INC COM (893641100)
|
55,123 |
$26,669k |
|
EVERBRIDGE INC COM (29978A104)
|
290,442 |
$25,971k |
|
NEXTDECADE CORP (65342K105)
|
3,832,630 |
$24,222k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
125,976 |
$21,347k |
|
SMARTSHEET INC-CLASS A (83200N103)
|
392,300 |
$18,987k |
|
Twilio Inc (90138F102)
|
126,800 |
$17,289k |
|
Boeing Co/The (097023105)
|
46,900 |
$17,072k |
|
CSX CORP (126408103)
|
194,851 |
$15,076k |
|
WORLDPAY INC (981558109)
|
95,635 |
$11,720k |
|
GOGO INC COM (38046C109)
|
2,433,752 |
$9,686k |
|
TAKE-TWO INTERACTIVE (874054109)
|
64,452 |
$7,317k |
|