HoldingsChannel.com
Pier 88 Investment Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
NextEra Energy Inc      $13,373
     NEE.PRO192,490+34,713$9,112
     NEE.PRP96,660+96,660$4,261
Fortive Corp      $13,108
     Convertible Bonds14,140,000+14,140,000$13,108
Dominion Resources Inc VA 139,550 +16,636 $12,840
     DCUE139,550+16,636$12,840
American Electric Power Co Inc      $12,633
     AEP.PRB261,830+32,921$12,633
Southern Co The 279,922 +35,433 $12,428
     SOLN279,922+35,433$12,428
Wells Fargo & Co      $10,890
     WFC.PRL8,548+1,993$10,890
Bank of America Corp      $10,774
     BAC.PRL8,510+2,013$10,774
Anthem Inc      $10,343
     Convertible Bonds3,275,000+202,616$10,343
Euronet Worldwide Inc      $10,040
     Convertible Bonds10,295,000+10,295,000$9,351
     EEFT8,040+3,475$689
VEREIT Inc      $9,524
     Convertible Bonds9,765,000+1,770,675$9,524
Novellus Systems Inc      $9,480
     Convertible Bonds1,258,000+8,443$9,480
Illumina Inc      $9,239
     Convertible Bonds7,563,000+1,130,042$9,239
DTE Energy Co 195,600 +195,600 $7,367
     DTP195,600+195,600$7,367
Western Digital Corp      $7,186
     Convertible Bonds8,260,000+2,793,080$7,186
Priceline Group Inc The      $6,968
     Convertible Bonds6,295,000+6,295,000$6,968
Splunk Inc      $6,687
     Convertible Bonds5,160,000+1,273,291$5,702
     SPLK7,800+4,115$985
Crown Castle International Corp      $6,613
     CCI.PRA5,290+1,390$6,613
DocuSign Inc      $6,603
     Convertible Bonds3,666,000+1,159,599$5,150
     DOCU15,730+13,800$1,453
Stanley Black & Decker Inc 81,345 -17,250 $5,910
     SWP81,345-17,250$5,910
ServiceNow Inc      $5,492
     Convertible Bonds2,580,000+2,580,000$5,492
Meritor Inc      $5,326
     Convertible Bonds6,195,000+6,195,000$5,262
     MTOR4,820+4,820$64
Danaher Corp      $4,777
     DHR.PRA4,623+223$4,777
Spirit Realty Capital Inc      $4,398
     Convertible Bonds4,640,000UNCH$4,398
Broadcom Inc 4,470 -1,421 $4,176
     AVGOP4,470-1,421$4,176
NuVasive Inc      $3,544
     Convertible Bonds3,245,000+219,156$3,383
     NUVA3,175-270$161
New Mountain Finance Corp      $3,527
     Convertible Bonds4,320,000+1,690,886$3,527
Teladoc Inc      $3,406
     Convertible Bonds735,000+400,000$2,132
     TDOC8,220+4,520$1,274
Benefitfocus Inc      $3,285
     Convertible Bonds4,280,000+4,280,000$3,285
Echo Global Logistics Inc      $2,970
     Convertible Bonds2,837,000+147,464$2,831
     ECHO8,115UNCH$139
Micron Technology Inc      $2,827
     Convertible Bonds670,000+670,000$2,827
Workday Inc      $2,653
     Convertible Bonds2,395,000+2,395,000$2,653
TPG Specialty Lending Inc      $2,576
     Convertible Bonds2,780,000+1,056,540$2,576
SPDR Gold Shares (GLD) 17,200 +17,200 $2,546
     GLD17,200+17,200$2,546
Synaptics Inc      $2,322
     Convertible Bonds1,615,000+643,747$1,679
     SYNA11,110+4,455$643
Microchip Technology Inc      $2,234
     Convertible Bonds2,176,000-1,515,730$2,234
Apollo Commercial Real Estate Finance Inc      $1,833
     Convertible Bonds2,645,000+45,232$1,833
Stanley Black & Decker Inc 25,841 UNCH $1,808
     SWT25,841UNCH$1,808
Monolithic Power Systems Inc 8,753 +4,455 $1,466
     MPWR8,753+4,455$1,466
Chegg Inc 36,625 +30,170 $1,310
     CHGG36,625+30,170$1,310
Silicon Laboratories Inc      $1,230
     Convertible Bonds985,000+430,000$1,093
     SLAB1,601-420$137
Mimecast Ltd 34,790 +17,960 $1,228
     MIME34,790+17,960$1,228
Model N Inc 53,779 +16,034 $1,194
     MODN53,779+16,034$1,194
Zendesk Inc 18,617 -202,970 $1,192
     ZEN18,617+12,030$1,192
Horizon Pharma Plc 34,890 +22,960 $1,033
     HZNP34,890+22,960$1,033
DexCom Inc 3,810 +1,500 $1,026
     DXCM3,810+1,500$1,026
RingCentral Inc 4,820 +3,900 $1,021
     RNG4,820+3,900$1,021
eHealth Inc 7,130 +7,130 $1,004
     EHTH7,130+7,130$1,004
ProofPoint Inc 8,805 +8,805 $903
     PFPT8,805+8,805$903
Wix.com Ltd 8,805 +3,715 $888
     WIX8,805+3,715$888
HubSpot Inc 6,440 +3,150 $858
     HUBS6,440+3,150$858

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 03/31/2020: $273,990
At 12/31/2019: $252,664

Pier 88 Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com 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 | www.HoldingsChannel.com

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