Pier 88 Investment Partners LLC Top Holdings
As of  06/30/2020

 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
Anthem Inc      $14,962
     Convertible Bonds4,090,000+815,000$14,962
NextEra Energy Inc      $13,446
Fortive Corp      $12,820
     Convertible Bonds13,050,000-1,090,000$12,820
American Electric Power Co Inc      $12,297
Southern Co The 271,722 -8,200 $11,972
Euronet Worldwide Inc      $11,966
     Convertible Bonds12,155,000+1,860,000$11,760
Illumina Inc      $11,252
     Convertible Bonds7,563,000+7,563,000$11,252
Dominion Resources Inc VA 110,050 -29,500 $11,153
Novellus Systems Inc      $9,788
     Convertible Bonds963,000-295,000$9,788
Broadcom Inc 8,235 +3,765 $9,176
Boston Scientific Corp      $9,066
Crown Castle International Corp      $8,541
VEREIT Inc      $8,464
     Convertible Bonds8,485,000-1,280,000$8,464
DocuSign Inc      $8,413
     Convertible Bonds2,776,000-890,000$6,748
Southwest Airlines Co      $8,138
     Convertible Bonds6,775,000+6,775,000$8,138
Micron Technology Inc      $8,100
     Convertible Bonds1,585,000+1,585,000$8,100
DTE Energy Co 187,800 -7,800 $7,948
Western Digital Corp      $7,766
     Convertible Bonds8,260,000UNCH$7,766
Bank of America Corp      $7,355
Splunk Inc      $7,332
     Convertible Bonds3,835,000-1,325,000$5,635
Wells Fargo & Co      $7,163
Stanley Black & Decker Inc 50,138 +50,138 $6,988
Meritor Inc      $6,984
     Convertible Bonds6,835,000+640,000$6,814
ServiceNow Inc      $6,951
     Convertible Bonds2,320,000+2,320,000$6,951
Danaher Corp      $5,765
Pluralsight Inc      $5,269
     Convertible Bonds5,470,000+5,470,000$4,821
Coupa Software Inc      $4,991
     Convertible Bonds1,935,000+1,935,000$3,518
Chegg Inc      $4,653
     Convertible Bonds2,125,000+2,125,000$3,006
DexCom Inc      $4,628
     Convertible Bonds1,195,000+1,195,000$2,965
Spirit Realty Capital Inc      $4,597
     Convertible Bonds4,640,000UNCH$4,597
Microchip Technology Inc      $4,405
     Convertible Bonds2,986,000+2,986,000$4,405
Teladoc Inc      $4,395
     Convertible Bonds735,000UNCH$2,617
New Mountain Finance Corp      $4,050
     Convertible Bonds4,320,000UNCH$4,050
Workday Inc      $3,567
     Convertible Bonds2,595,000+200,000$3,567
Benefitfocus Inc      $3,376
     Convertible Bonds4,280,000UNCH$3,376
TPG Specialty Lending Inc      $2,795
     Convertible Bonds2,780,000UNCH$2,795
Stanley Black & Decker Inc 30,811 +4,970 $2,757
Etsy Inc 22,246 +985 $2,363
Apollo Commercial Real Estate Finance Inc      $2,299
     Convertible Bonds2,645,000UNCH$2,299
SPDR Gold Shares (GLD) 13,700 -3,500 $2,293
Silicon Laboratories Inc      $2,224
     Convertible Bonds1,675,000+690,000$2,023
New Relic Inc      $2,220
     Convertible Bonds2,060,000+2,060,000$1,995
Lattice Semiconductor Corp 74,845 +74,845 $2,125
Monolithic Power Systems Inc 8,747 -6 $2,073
Goosehead Insurance Inc 27,265 +8,195 $2,049
HubSpot Inc 8,539 +2,099 $1,916
     HUBS8,539+2,099$1,916 Ltd      $1,843
     Convertible Bonds450,000+450,000$835
Crowdstrike Holdings Inc 18,205 +18,205 $1,826
Mimecast Ltd 43,001 +8,211 $1,792
Evoqua Water Technologies Corp 90,845 +90,845 $1,689

See Full List: All Stocks Held By Pier 88 Investment Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Pier 88 Investment Partners LLC

Size ($ in 1000's)
At 06/30/2020: $351,809
At 03/31/2020: $273,990

Combined Holding Report Includes:

Pier 88 Investment Partners LLC holdings changes, total fund size, and other information presented on was derived from Pier 88 Investment Partners LLC 13F filings. Link to 13F filings: SEC filings

Pier 88 Investment Partners LLC Top Holdings 13F Filings |

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