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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 2019-11-14)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
PAGSEGURO DIGITAL LTD    (COM CL A) 74,328,000 1,605,000 18.45%
RINGCENTRAL INC    (CL A) RNG 37,698,000 300,000 9.35%
DROPBOX INC    (CL A) 27,230,000 1,350,000 6.75%
FACEBOOK INC    (CL A) FB 26,712,000 150,000 6.63%
JD COM INC    (SPON ADR CL A) JD 25,248,000 895,000 6.26%
TESLA INC    (COM) TSLA 24,087,000 100,000 5.97%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 22,576,000 135,000 5.60%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 21,935,000 175,000 5.44%
CLARIVATE ANALYTICS PLC    (COM) 20,075,000 1,190,000 4.98%
TALEND S A    (ADS) 19,708,000 580,000 4.89%
SNAP INC    (CL A) 19,118,000 1,210,000 4.74%
ALTICE USA INC    (CL A) 15,774,000 550,000 3.91%
SALESFORCE COM INC    (COM) CRM 13,360,000 90,000 3.31%
MIMECAST LTD    (ORD SHS) 10,701,000 300,000 2.65%
NIO INC    (SPON ADS) 9,360,000 6,000,000 2.32%
FIVE9 INC    (COM) FIVN 8,867,000 165,000 2.20%
AMBARELLA INC    (SHS) AMBA 7,540,000 120,000 1.87%
DOMO INC    (COM CL B) 6,392,000 400,000 1.58%
INTELSAT S A    (COM) I 5,700,000 250,000 1.41%
ZENDESK INC    (COM) ZEN 3,644,000 50,000 0.90%
AVAYA HLDGS CORP    (COM) 2,762,000 270,000 0.68%
Total Value As 2019-09-30: 402,815,000 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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