Eminence Capital (Ricky Sandler) discloses updated portfolio positions in 13F filing: New positions in NEWR and YELP; increased positions in P and CSOD; closed position in WWE
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: NEWR (~3.15 mln shares), YELP (~2.02 mln), JACK (~1.21 mln), Q (~1.19 mln), BKI (~1.08 mln),EFX (~1.01 mln), NKE (~0.63 mln), GOOG (~0.22 mln)
- Increased positions in: P (to ~9.9 mln shares from ~7.3 mln shares), CSOD (to ~5.47 mln from ~3.08 mln), FWONK(to ~6.24 mln from ~4.01 mln), WEN (to ~8.9 mln from ~7.62 mln), CYBR (to ~2.36 mln from ~1.4 mln) MAT (to ~2.24 mln from ~1.62 mln), FCE.A (to ~3.68 mln from ~3.14 mln) EXPE (to ~1.56 mln from ~1.33 mln),
- Maintained positions in: LQ (~10.54 mln shares), ARRS (~10.01 mln shares), LEN (~8.12 mln shares), USFD (~7.97 mln shares), ICE (~5.41 mln shares), CF (~4.96 mln shares), INXN (~4.44 mln shares), MSFT (~2.33 mln shares),ADSK (~1.89 mln shares),
- Closed positions in: WWE (from ~3.64 mln shares), TRIP (from ~2.62 mln), DNKN (from ~2.49 mln), SBRA (from ~1.43 mln), CP (from ~0.77 mln), TAP (from ~0.68 mln), HLT (from ~0.51 mln), BIDU (from ~0.28 mln)
- Decreased positions in: ZNGA (to ~35.23 mln shares from ~48.34 mln shares), RXN (to ~2.5 mln from ~7.64 mln),FNF (to ~3.54 mln from ~4.38 mln), IMPV (to ~2.9 mln from ~3.28 mln), STZ (to ~0.69 mln from ~0.86 mln)