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

• New Purchases: TWLO, ABNB, MA,
• Added Positions: GPN, MAPS, ONTF, ZEN,
• Reduced Positions: RNG, SQ, SNAP, AMZN, WDAY, PLAN, DOMO, PINS, ESTC,
• Sold Out: JD, GDS, EDU, DADA, SKLZ, SPT,

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. 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%

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.