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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Hunt Lane Capital LP INSTITUTION : Hunt Lane Capital LP
Hunt Lane Capital LP Portfolio (reported on 2020-02-14)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
RINGCENTRAL INC    (CL A) RNG 33,734,000 200,000 9.94%
JD COM INC    (SPON ADR CL A) JD 33,469,000 950,000 9.86%
SNAP INC    (CL A) 30,211,000 1,850,000 8.90%
MIMECAST LTD    (ORD SHS) 27,980,000 645,000 8.24%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 27,573,000 130,000 8.12%
CLARIVATE ANALYTICS PLC    (COM) 27,300,000 1,625,000 8.04%
FACEBOOK INC    (CL A) FB 26,683,000 130,000 7.86%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 25,098,000 205,000 7.39%
SALESFORCE COM INC    (COM) CRM 22,282,000 137,000 6.56%
NIO INC    (SPON ADS) 20,100,000 5,000,000 5.92%
ZENDESK INC    (COM) ZEN 17,625,000 230,000 5.19%
DOMO INC    (COM CL B) 14,118,000 650,000 4.16%
ALTICE USA INC    (CL A) 13,670,000 500,000 4.02%
FIVE9 INC    (COM) FIVN 10,821,000 165,000 3.18%
BILL COM HLDGS INC    (COM) 8,561,000 225,000 2.52%
Total Value As 2019-12-31: 339,225,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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