HoldingsChannel.com
Seven Eight Capital LP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
UNITEDHEALTH GROUP INC 88,542 +51,900 $19,242
     UNH88,542+51,900$19,242
DOLLAR GEN CORP NEW 119,538 -3,500 $18,999
     DG119,538-3,500$18,999
UNION PACIFIC CORP 117,289 +16,600 $18,998
     UNP117,289+16,600$18,998
COSTCO WHSL CORP NEW 65,900 +65,900 $18,986
     COST65,900+65,900$18,986
CITIGROUP INC 272,800 +178,800 $18,845
     C272,800+178,800$18,845
PHILIP MORRIS INTL INC 243,235 +149,700 $18,469
     PM243,235+149,700$18,469
NIKE INC 195,800 +110,400 $18,390
     NKE195,800+110,400$18,390
PALO ALTO NETWORKS INC 86,061 +31,500 $17,542
     PANW86,061+31,500$17,542
UNITED TECHNOLOGIES CORP 127,256 -18,800 $17,373
     UTX127,256-18,800$17,373
LOWES COS INC 156,472 +116,500 $17,206
     LOW156,472+116,500$17,206
INTUIT 63,000 +40,200 $16,754
     INTU63,000+40,200$16,754
ANALOG DEVICES INC 140,771 +24,300 $15,728
     ADI140,771+24,300$15,728
OCCIDENTAL PETE CORP 351,455 +332,701 $15,629
     OXY351,455+332,701$15,629
ANTHEM INC 65,000 +32,400 $15,607
     ANTM65,000+32,400$15,607
BANK AMER CORP 511,415 +1,500 $14,918
     BAC511,415+1,500$14,918
MARRIOTT INTL INC NEW 119,889 +119,889 $14,911
     MAR119,889+119,889$14,911
ZOETIS INC 119,669 +119,669 $14,910
     ZTS119,669+119,669$14,910
S&P GLOBAL INC 57,600 +57,600 $14,111
     SPGI57,600+57,600$14,111
LYFT INC 319,607 +299,412 $13,053
     LYFT319,607+299,412$13,053
WELLS FARGO CO NEW 258,372 +258,372 $13,032
     WFC258,372+258,372$13,032
CINTAS CORP 48,325 +34,700 $12,956
     CTAS48,325+34,700$12,956
TWILIO INC 117,010 +117,010 $12,866
     TWLO117,010+117,010$12,866
HUMANA INC 49,177 -15,200 $12,573
     HUM49,177-15,200$12,573
DUPONT DE NEMOURS INC 176,304 -34,700 $12,572
     DD176,304-34,700$12,572
TARGET CORP 115,692 +64,837 $12,369
     TGT115,692+64,837$12,369
AMERICAN EXPRESS CO 102,635 +102,635 $12,140
     AXP102,635+102,635$12,140
ALTRIA GROUP INC 291,797 +166,000 $11,934
     MO291,797+166,000$11,934
FACEBOOK INC 66,379 +66,379 $11,821
     FB66,379+66,379$11,821
STARBUCKS CORP 133,363 +133,363 $11,792
     SBUX133,363+133,363$11,792
CONOCOPHILLIPS 206,602 -61,200 $11,772
     COP206,602-61,200$11,772
WILLIAMS COS INC DEL 482,848 +430,369 $11,617
     WMB482,848+430,369$11,617
TAKE TWO INTERACTIVE SOFTWAR 92,658 +7,200 $11,614
     TTWO92,658+7,200$11,614
MORGAN STANLEY 266,912 -137,989 $11,389
     MS266,912-137,989$11,389
GILEAD SCIENCES INC 179,183 +91,700 $11,357
     GILD179,183+91,700$11,357
VERTEX PHARMACEUTICALS INC 65,439 +8,167 $11,087
     VRTX65,439+8,167$11,087
RESTAURANT BRANDS INTL INC 155,159 +155,159 $11,038
     QSR155,159+155,159$11,038
WESTERN DIGITAL CORP 180,080 +180,080 $10,740
     WDC180,080+180,080$10,740
D R HORTON INC 202,210 +202,210 $10,658
     DHI202,210+202,210$10,658
CITIZENS FINL GROUP INC 299,267 +131,200 $10,585
     CFG299,267+131,200$10,585
AUTOMATIC DATA PROCESSING IN 65,520 +65,520 $10,576
     ADP65,520+65,520$10,576
AMEREN CORP 131,500 +131,500 $10,527
     AEE131,500+131,500$10,527
OKTA INC 105,039 +82,109 $10,342
     OKTA105,039+82,109$10,342
TRACTOR SUPPLY CO 113,515 +58,700 $10,266
     TSCO113,515+58,700$10,266
HOME DEPOT INC 43,772 +43,772 $10,156
     HD43,772+43,772$10,156
ZAYO GROUP HLDGS INC 295,292 +114,100 $10,010
     ZAYO295,292+114,100$10,010
BIOGEN INC 41,326 -31,674 $9,622
     BIIB41,326-31,674$9,622
DOCUSIGN INC 153,025 +153,025 $9,475
     DOCU153,025+153,025$9,475
LAUDER ESTEE COS INC 47,200 +47,200 $9,390
     EL47,200+47,200$9,390
BURLINGTON STORES INC 45,865 +5,500 $9,165
     BURL45,865+5,500$9,165
VERISIGN INC 47,250 +16,300 $8,913
     VRSN47,250+16,300$8,913

See Full List: All Stocks Held By Seven Eight Capital LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Seven Eight Capital LP

Size ($ in 1000's)
At 09/30/2019: $1,894,527
At 06/30/2019: $1,895,023

Seven Eight Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Seven Eight Capital LP 13F filings. Link to 13F filings: SEC filings

Seven Eight Capital LP Top Holdings 13F Filings | www.HoldingsChannel.com

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