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Hunt Lane Capital LP Buys Global Payments Inc, Twilio Inc, Airbnb Inc, Sells JD.com Inc, RingCentral Inc, Square Inc

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Nov 16, 2021
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Investment company Hunt Lane Capital LP (Current Portfolio) buys Global Payments Inc, Twilio Inc, Airbnb Inc, Mastercard Inc, WM Technology Inc, sells JD.com Inc, RingCentral Inc, Square Inc, GDS Holdings, New Oriental Education & Technology Group Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Hunt Lane Capital LP. As of 2021Q3, Hunt Lane Capital LP owns 16 stocks with a total value of $331 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Hunt Lane Capital LP
  1. Amazon.com Inc (AMZN) - 11,000 shares, 10.90% of the total portfolio. Shares reduced by 21.43%
  2. Zendesk Inc (ZEN) - 300,000 shares, 10.54% of the total portfolio. Shares added by 9.09%
  3. Workday Inc (WDAY) - 135,000 shares, 10.18% of the total portfolio. Shares reduced by 20.59%
  4. Snap Inc (SNAP) - 455,000 shares, 10.14% of the total portfolio. Shares reduced by 30%
  5. Square Inc (SQ) - 110,000 shares, 7.96% of the total portfolio. Shares reduced by 38.89%
New Purchase: Twilio Inc (TWLO)

Hunt Lane Capital LP initiated holding in Twilio Inc. The purchase prices were between $312.8 and $409.84, with an estimated average price of $364.56. The stock is now traded at around $308.840000. The impact to a portfolio due to this purchase was 4.24%. The holding were 44,000 shares as of 2021-09-30.

New Purchase: Airbnb Inc (ABNB)

Hunt Lane Capital LP initiated holding in Airbnb Inc. The purchase prices were between $131.88 and $175.88, with an estimated average price of $152.79. The stock is now traded at around $208.515000. The impact to a portfolio due to this purchase was 4.05%. The holding were 80,000 shares as of 2021-09-30.

New Purchase: Mastercard Inc (MA)

Hunt Lane Capital LP initiated holding in Mastercard Inc. The purchase prices were between $337.38 and $393.26, with an estimated average price of $363.45. The stock is now traded at around $366.620000. The impact to a portfolio due to this purchase was 3.67%. The holding were 35,000 shares as of 2021-09-30.

Added: Global Payments Inc (GPN)

Hunt Lane Capital LP added to a holding in Global Payments Inc by 146.27%. The purchase prices were between $156.58 and $195.16, with an estimated average price of $173.79. The stock is now traded at around $130.240000. The impact to a portfolio due to this purchase was 4.66%. The holding were 165,000 shares as of 2021-09-30.

Added: WM Technology Inc (MAPS)

Hunt Lane Capital LP added to a holding in WM Technology Inc by 112.50%. The purchase prices were between $12.48 and $18.29, with an estimated average price of $14.51. The stock is now traded at around $8.870000. The impact to a portfolio due to this purchase was 1.97%. The holding were 850,000 shares as of 2021-09-30.

Added: ON24 Inc (ONTF)

Hunt Lane Capital LP added to a holding in ON24 Inc by 68.83%. The purchase prices were between $19 and $39.74, with an estimated average price of $27.86. The stock is now traded at around $16.750000. The impact to a portfolio due to this purchase was 1.59%. The holding were 650,000 shares as of 2021-09-30.

Sold Out: JD.com Inc (JD)

Hunt Lane Capital LP sold out a holding in JD.com Inc. The sale prices were between $62.19 and $83.24, with an estimated average price of $73.86.

Sold Out: GDS Holdings Ltd (GDS)

Hunt Lane Capital LP sold out a holding in GDS Holdings Ltd. The sale prices were between $50.02 and $76.42, with an estimated average price of $61.86.

Sold Out: New Oriental Education & Technology Group Inc (EDU)

Hunt Lane Capital LP sold out a holding in New Oriental Education & Technology Group Inc. The sale prices were between $1.7 and $7.81, with an estimated average price of $3.23.

Sold Out: Dada Nexus Ltd (DADA)

Hunt Lane Capital LP sold out a holding in Dada Nexus Ltd. The sale prices were between $17.89 and $27.53, with an estimated average price of $22.74.

Sold Out: Skillz Inc (SKLZ)

Hunt Lane Capital LP sold out a holding in Skillz Inc. The sale prices were between $9.82 and $20.39, with an estimated average price of $13.02.

Sold Out: Sprout Social Inc (SPT)

Hunt Lane Capital LP sold out a holding in Sprout Social Inc. The sale prices were between $82.6 and $144.26, with an estimated average price of $108.6.



Here is the complete portfolio of Hunt Lane Capital LP. Also check out:

1. Hunt Lane Capital LP's Undervalued Stocks
2. Hunt Lane Capital LP's Top Growth Companies, and
3. Hunt Lane Capital LP's High Yield stocks
4. Stocks that Hunt Lane Capital LP keeps buying
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