Hunt Lane Capital LP Buys Mimecast, Zendesk Inc, Snap Inc, Sells PagSeguro Digital, Dropbox Inc, Talend SA

• New Purchases: BILL,
• Added Positions: MIME, ZEN, SNAP, CRM, CCC, DOMO, TTWO, JD,
• Reduced Positions: RNG, FB, ATUS, BABA,
• Sold Out: PAGS, DBX, TLND, I, AVYA,

For the details of Hunt Lane Capital LP's stock buys and sells, go to https://www.gurufocus.com/guru/hunt+lane+capital+lp/current-portfolio/portfolio

1. RingCentral Inc (RNG) - 200,000 shares, 9.94% of the total portfolio. Shares reduced by 33.33%
2. JD.com Inc (JD) - 950,000 shares, 9.87% of the total portfolio. Shares added by 6.15%
3. Snap Inc (SNAP) - 1,850,000 shares, 8.91% of the total portfolio. Shares added by 52.89%
4. Mimecast Ltd (MIME) - 645,000 shares, 8.25% of the total portfolio. Shares added by 115.00%
5. Alibaba Group Holding Ltd (BABA) - 130,000 shares, 8.13% of the total portfolio. Shares reduced by 3.7%

Hunt Lane Capital LP initiated holding in Bill.com Holdings Inc. The purchase prices were between $35.5 and $40.05, with an estimated average price of $38.12. The stock is now traded at around $61.77. The impact to a portfolio due to this purchase was 2.52%. The holding were 225,000 shares as of .

Hunt Lane Capital LP added to a holding in Mimecast Ltd by 115.00%. The purchase prices were between $37.1 and $44.71, with an estimated average price of $41.74. The stock is now traded at around $49.02. The impact to a portfolio due to this purchase was 4.41%. The holding were 645,000 shares as of .

Hunt Lane Capital LP added to a holding in Zendesk Inc by 360.00%. The purchase prices were between $63.73 and $79.23, with an estimated average price of $73.38. The stock is now traded at around $90.48. The impact to a portfolio due to this purchase was 4.07%. The holding were 230,000 shares as of .

Hunt Lane Capital LP added to a holding in Snap Inc by 52.89%. The purchase prices were between $13.18 and $16.33, with an estimated average price of $14.73. The stock is now traded at around $17.56. The impact to a portfolio due to this purchase was 3.08%. The holding were 1,850,000 shares as of .

Hunt Lane Capital LP added to a holding in Salesforce.com Inc by 52.22%. The purchase prices were between $142.33 and $164.98, with an estimated average price of $157.07. The stock is now traded at around $189.95. The impact to a portfolio due to this purchase was 2.25%. The holding were 137,000 shares as of .

Hunt Lane Capital LP added to a holding in Clarivate Analytics PLC by 36.55%. The purchase prices were between $15.72 and $18.05, with an estimated average price of $16.86. The stock is now traded at around $21.76. The impact to a portfolio due to this purchase was 2.15%. The holding were 1,625,000 shares as of .

Hunt Lane Capital LP added to a holding in Domo Inc by 62.50%. The purchase prices were between $15.35 and $24.57, with an estimated average price of $18.6. The stock is now traded at around $25.06. The impact to a portfolio due to this purchase was 1.6%. The holding were 650,000 shares as of .

Hunt Lane Capital LP sold out a holding in PagSeguro Digital Ltd. The sale prices were between $27.96 and $46.29, with an estimated average price of $35.76.

Hunt Lane Capital LP sold out a holding in Dropbox Inc. The sale prices were between $16.75 and $20.96, with an estimated average price of $18.8.

Hunt Lane Capital LP sold out a holding in Talend SA. The sale prices were between $33.37 and $41.17, with an estimated average price of $36.94.

Hunt Lane Capital LP sold out a holding in Intelsat SA. The sale prices were between $5.96 and $26.97, with an estimated average price of $15.33.

Hunt Lane Capital LP sold out a holding in Avaya Holdings Corp. The sale prices were between $10.09 and $14.09, with an estimated average price of $12.32.