HoldingsChannel.com
Bridgecreek Investment Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Amazon.com Inc 12,197 -265 $23,782
     AMZN12,197-265$23,782
Teladoc Inc 152,425 -13,675 $23,627
     TDOC152,425-13,675$23,627
Paycom Software Inc 99,625 -12,640 $20,125
     PAYC99,625-12,640$20,125
Apple Inc 72,954 -7,605 $18,551
     AAPL72,954-7,605$18,551
Netflix Inc 41,385 -310 $15,540
     NFLX41,385-310$15,540
Intuitive Surgical Inc 30,015 -525 $14,864
     ISRG30,015-525$14,864
Adobe Inc 46,025 -1,150 $14,647
     ADBE46,025-1,150$14,647
Idexx Laboratories Inc 60,080 -2,315 $14,554
     IDXX60,080-2,315$14,554
Fortinet Inc 135,015 +5,340 $13,659
     FTNT135,015+5,340$13,659
MSCI Inc Cl A 43,505 +25 $12,571
     MSCI43,505+25$12,571
Salesforce.com Inc 87,044 -1,630 $12,533
     CRM87,044-1,630$12,533
NVIDIA Corp 41,855 -655 $11,033
     NVDA41,855-655$11,033
Edwards Lifesciences Corp 53,025 +1,325 $10,002
     EW53,025+1,325$10,002
Marketaxess Holdings Inc 28,000 -185 $9,312
     MKTX28,000-185$9,312
Cyberark Software Ltd 96,650 +4,275 $8,269
     CYBR96,650+4,275$8,269
MasterCard Inc Cl A 33,952 -12,025 $8,202
     MA33,952-12,025$8,202
UnitedHealth Group Inc 31,160 +195 $7,771
     UNH31,160+195$7,771
Alibaba Group Holding Ltd Sp A 37,240 +17,995 $7,242
     BABA37,240+17,995$7,242
Morgan Stanley 203,665 -1,375 $6,925
     MS203,665-1,375$6,925
Magellan Midstream Partners LP 173,350 +36,960 $6,326
     MMP173,350+36,960$6,326
Paypal Holdings Inc 65,255 +58,580 $6,248
     PYPL65,255+58,580$6,248
Phillips 66 114,310 +49,895 $6,133
     PSX114,310+49,895$6,133
Constellation Brands Inc Cl A 41,910 -1,745 $6,008
     STZ41,910-1,745$6,008
Apollo Global Mgmt Inc Com CL 170,755 +19,320 $5,720
     APO170,755+19,320$5,720
AllianceBernstein Holding LP 293,510 +111,450 $5,456
     AB293,510+111,450$5,456
Western Digital Corp 127,150 +910 $5,292
     WDC127,150+910$5,292
Evergy Inc 92,125 +3,431 $5,071
     EVRG92,125+3,431$5,071
Sunoco LP 320,875 +153,850 $5,018
     SUN320,875+153,850$5,018
ONEOK Inc 220,882 +75,223 $4,817
     OKE220,882+75,223$4,817
CVS Health Corporation 80,885 +6,935 $4,799
     CVS80,885+6,935$4,799
American Tower REIT 20,780 -1,025 $4,525
     AMT20,780-1,025$4,525
Alteryx Inc Cl A 45,805 +8,880 $4,359
     AYX45,805+8,880$4,359
Werner Enterprises Inc 115,165 +115,165 $4,176
     WERN115,165+115,165$4,176
Wynn Resorts Ltd 68,895 +8,740 $4,147
     WYNN68,895+8,740$4,147
Enterprise Products Partners L 250,179 +70,260 $3,578
     EPD250,179+70,260$3,578
Roper Industries Inc 11,330 +425 $3,533
     ROP11,330+425$3,533
Performance Food Group Co 139,875 +51,445 $3,458
     PFGC139,875+51,445$3,458
Wal Mart Stores Inc 29,580 +5,450 $3,361
     WMT29,580+5,450$3,361
Brookfield Infrast Partners LP 82,800 +1,775 $2,978
     BIP82,800+1,775$2,978
Coca Cola Co 62,850 UNCH $2,781
     KO62,850UNCH$2,781
Verizon Communications Inc 51,664 +1,625 $2,776
     VZ51,664+1,625$2,776
T Mobile US Inc 32,670 +160 $2,741
     TMUS32,670+160$2,741
Ulta Salon Cosmetics & Fragran 15,275 -3,050 $2,684
     ULTA15,275-3,050$2,684
Exxon Mobil Corp 67,997 +825 $2,582
     XOM67,997+825$2,582
BlackRock Corp High Yield Fund (HYT) 268,500 -399,700 $2,363
     HYT268,500-399,700$2,363
Ford Motor Co 430,500 -31,675 $2,079
     F430,500-31,675$2,079
Blackstone Mtg Tr Inc Cl A 96,200 -1,175 $1,791
     BXMT96,200-1,175$1,791
Amgen Inc 8,750 -200 $1,774
     AMGN8,750-200$1,774
Williams Cos Inc 120,000 -135,193 $1,698
     WMB120,000-135,193$1,698
Chevron Corp 23,167 +6,605 $1,679
     CVX23,167+6,605$1,679

See Full List: All Stocks Held By Bridgecreek Investment Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Bridgecreek Investment Management LLC

Size ($ in 1000's)
At 03/31/2020: $386,205
At 12/31/2019: $550,694

Bridgecreek Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bridgecreek Investment Management LLC 13F filings. Link to 13F filings: SEC filings

Bridgecreek Investment Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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