HoldingsChannel.com
Highline Capital Management L.P. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMAZON COM INC 19,210 +19,210 $37,454
     AMZN19,210+19,210$37,454
VERISIGN INC 173,680 +173,680 $31,278
     VRSN173,680+173,680$31,278
CATALENT INC 599,440 +8,100 $31,141
     CTLT599,440+8,100$31,141
ALIBABA GROUP HLDG LTD 154,857 -46,600 $30,117
     BABA154,857-46,600$30,117
CHARTER COMMUNICATIONS INC N 66,650 +66,650 $29,080
     CHTR66,650+66,650$29,080
SALESFORCE COM INC 183,235 -59,600 $26,382
     CRM183,235-59,600$26,382
ACTIVISION BLIZZARD INC 434,050 +434,050 $25,817
     ATVI434,050+434,050$25,817
DOLLAR GEN CORP NEW 145,000 +145,000 $21,896
     DG145,000+145,000$21,896
JD COM INC 522,400 +522,400 $21,157
     JD522,400+522,400$21,157
COMMERCIAL METALS CO 1,281,542 -266,457 $20,236
     CMC1,281,542-266,457$20,236
CAL MAINE FOODS INC 452,900 +452,900 $19,919
     CALM452,900+452,900$19,919
AVANTOR INC 1,591,000 +1,591,000 $19,872
     AVTR1,591,000+1,591,000$19,872
RINGCENTRAL INC 78,000 +78,000 $16,529
     RNG78,000+78,000$16,529
HUMANA INC 49,300 -22,700 $15,481
     HUM49,300-22,700$15,481
DHT HOLDINGS INC 1,625,383 +1,625,383 $12,467
     DHT1,625,383+1,625,383$12,467
TJX COS INC NEW 244,500 +244,500 $11,690
     TJX244,500+244,500$11,690
CROWDSTRIKE HLDGS INC 198,400 +198,400 $11,047
     CRWD198,400+198,400$11,047
MODERNA INC 250,000 +100,000 $7,488
     MRNA250,000+100,000$7,488
VALERO ENERGY CORP 158,900 +158,900 $7,208
     VLO158,900+158,900$7,208
PASSAGE BIO INC 369,332 +369,332 $5,817
     PASG369,332+369,332$5,817
UROGEN PHARMA LTD 222,776 -626,702 $3,974
     URGN222,776-626,702$3,974
UPWORK INC 296,900 +296,900 $1,915
     UPWK296,900+296,900$1,915
ALECTOR INC 75,814 -138,700 $1,829
     ALEC75,814-138,700$1,829
ARCTURUS THERAPEUTICS HLDG I 56,304 +24,900 $765
     ARCT56,304+24,900$765

See Full List: All Stocks Held By Highline Capital Management L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By Highline Capital Management L.P.

Size ($ in 1000's)
At 03/31/2020: $410,727
At 12/31/2019: $631,330

Highline Capital Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Highline Capital Management L.P. 13F filings. Link to 13F filings: SEC filings

Highline Capital Management L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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