HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 EVEREST RE GROUP LTD |
31,714 | +2,181 | $10,842 |
| RE | 31,714 | +2,181 | $10,842 |
| VERTIV HOLDINGS CO |
390,410 | +390,410 | $9,670 |
| VRT | 390,410 | +390,410 | $9,670 |
| CONSTELLATION BRANDS INC |
31,230 | +428 | $7,687 |
| STZ | 31,230 | +428 | $7,687 |
| DUPONT DE NEMOURS INC |
91,266 | +18,251 | $6,520 |
| DD | 91,266 | +18,251 | $6,520 |
| CRANE COMPANY |
70,823 | +70,823 | $6,312 |
| CR | 70,823 | +70,823 | $6,312 |
| HALEON PLC |
688,227 | -71,453 | $5,767 |
| HLN | 688,227 | -71,453 | $5,767 |
| MICROSOFT CORP |
15,400 | +1,860 | $5,244 |
| MSFT | 15,400 | +1,860 | $5,244 |
| CADENCE DESIGN SYSTEM INC |
21,909 | +6,464 | $5,138 |
| CDNS | 21,909 | +6,464 | $5,138 |
| SYNOPSYS INC |
11,412 | +3,207 | $4,969 |
| SNPS | 11,412 | +3,207 | $4,969 |
| LIBERTY MEDIA CORP DEL |
61,799 | +20,805 | $4,652 |
| FWONK | 61,799 | +20,805 | $4,652 |
| ALIGHT INC |
493,823 | -356,437 | $4,563 |
| ALIT | 493,823 | -356,437 | $4,563 |
| GALLAGHER ARTHUR J & CO |
20,695 | -3,324 | $4,544 |
| AJG | 20,695 | -3,324 | $4,544 |
| CCC INTELLIGENT SOLUTIONS HL |
368,788 | +368,788 | $4,134 |
| CCCS | 368,788 | +368,788 | $4,134 |
| FIVE9 INC |
46,987 | +46,987 | $3,874 |
| FIVN | 46,987 | +46,987 | $3,874 |
| TRANSDIGM GROUP INC |
4,115 | -575 | $3,680 |
| TDG | 4,115 | -575 | $3,680 |
| WORKDAY INC |
15,419 | +15,419 | $3,483 |
| WDAY | 15,419 | +15,419 | $3,483 |
| PROGRESSIVE CORP |
23,170 | +23,170 | $3,067 |
| PGR | 23,170 | +23,170 | $3,067 |
| SPOTIFY TECHNOLOGY S A |
18,533 | +18,533 | $2,975 |
| SPOT | 18,533 | +18,533 | $2,975 |
| TRIP COM GROUP LTD |
81,237 | -5,193 | $2,843 |
| TCOM | 81,237 | -5,193 | $2,843 |
| DRIVEN BRANDS HLDGS INC |
99,206 | +24,383 | $2,685 |
| DRVN | 99,206 | +24,383 | $2,685 |
| HYATT HOTELS CORP |
22,105 | +17 | $2,533 |
| H | 22,105 | +17 | $2,533 |
| ALTAIR ENGR INC |
20,835 | -3,997 | $1,580 |
| ALTR | 20,835 | -3,997 | $1,580 |
| ANSYS INC |
4,518 | -851 | $1,492 |
| ANSS | 4,518 | -851 | $1,492 |
| PROCORE TECHNOLOGIES INC |
19,693 | -4,001 | $1,281 |
| PCOR | 19,693 | -4,001 | $1,281 |
| GLOBAL E ONLINE LTD |
31,158 | -31,347 | $1,276 |
| GLBE | 31,158 | -31,347 | $1,276 |
| YEXT INC |
58,215 | +58,215 | $658 |
| YEXT | 58,215 | +58,215 | $658 |
| PRUDENTIAL PLC |
1,412 | -266 | $40 |
| PUK | 1,412 | -266 | $40 |
 INVESCO QQQ TR |
$-1,995 | ||
| Put | 5,400 | -2,300 | $1,995 |
| ISHARES TR (EFA) |
$-2,385 | ||
| Put | 32,900 | +32,900 | $2,385 |
| SPDR S&P 500 ETF TR (SPY) |
$-3,591 | ||
| Put | 8,100 | +800 | $3,591 |
See Full List: All Stocks Held By Bain Capital Public Equity LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bain Capital Public Equity LP
|
Size ($ in 1000's)
At 06/30/2023: $123,684 At 03/31/2023: $99,082 Bain Capital Public Equity LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bain Capital Public Equity LP 13F filings. Link to 13F filings: SEC filings |
