- New Purchases: ZAYO,
- Added Positions: ATUS, EXPE, FB, PAGS, TLND,
- Reduced Positions: WIX, EGHT, RNG, ZEN, NOW, DXC, BABA,
- Sold Out: PANW, SNEJF, CLDR, TMUS, AMZN, PRSP,
For the details of Hunt Lane Capital LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Hunt+Lane+Capital+LP
These are the top 5 holdings of Hunt Lane Capital LP- Facebook Inc (FB) - 635,000 shares, 14.92% of the total portfolio. Shares added by 5.83%
- Talend SA (TLND) - 1,800,000 shares, 13.56% of the total portfolio. Shares added by 5.88%
- Alibaba Group Holding Ltd (BABA) - 540,000 shares, 12.12% of the total portfolio. Shares reduced by 5.26%
- Altice USA Inc (ATUS) - 5,050,000 shares, 10.42% of the total portfolio. Shares added by 206.06%
- PagSeguro Digital Ltd (PAGS) - 2,750,000 shares, 9.23% of the total portfolio. Shares added by 9.78%
Hunt Lane Capital LP initiated holding in Zayo Group Holdings Inc. The purchase prices were between $32.97 and $37.56, with an estimated average price of $35.63. The stock is now traded at around $37.15. The impact to a portfolio due to this purchase was 7.63%. The holding were 1,730,000 shares as of 2018-06-30.
Added: Altice USA Inc (ATUS)Hunt Lane Capital LP added to a holding in Altice USA Inc by 206.06%. The purchase prices were between $16.43 and $21, with an estimated average price of $18.44. The stock is now traded at around $17.35. The impact to a portfolio due to this purchase was 7.02%. The holding were 5,050,000 shares as of 2018-06-30.
Sold Out: Palo Alto Networks Inc (PANW)Hunt Lane Capital LP sold out a holding in Palo Alto Networks Inc. The sale prices were between $180.14 and $215.56, with an estimated average price of $199.91.
Sold Out: Sony Corp (SNEJF)Hunt Lane Capital LP sold out a holding in Sony Corp. The sale prices were between $45.18 and $51.6, with an estimated average price of $48.59.
Sold Out: Cloudera Inc (CLDR)Hunt Lane Capital LP sold out a holding in Cloudera Inc. The sale prices were between $12.74 and $22.24, with an estimated average price of $15.24.
Sold Out: T-Mobile US Inc (TMUS)Hunt Lane Capital LP sold out a holding in T-Mobile US Inc. The sale prices were between $55.58 and $64.52, with an estimated average price of $59.26.
Sold Out: Amazon.com Inc (AMZN)Hunt Lane Capital LP sold out a holding in Amazon.com Inc. The sale prices were between $1371.99 and $1750.08, with an estimated average price of $1586.76.
Sold Out: Perspecta Inc (PRSP)Hunt Lane Capital LP sold out a holding in Perspecta Inc. The sale prices were between $20.01 and $26.7, with an estimated average price of $22.94.
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