HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC |
15,000 | +8,000 | $29,246 |
| AMZN | 15,000 | +8,000 | $29,246 |
| NVIDIA CORP |
82,781 | +82,781 | $21,821 |
| NVDA | 82,781 | +82,781 | $21,821 |
| LAM RESEARCH CORP |
90,171 | +90,171 | $21,641 |
| LRCX | 90,171 | +90,171 | $21,641 |
| DOLLAR GEN CORP NEW |
135,100 | +135,100 | $20,401 |
| DG | 135,100 | +135,100 | $20,401 |
| FTI CONSULTING INC |
152,398 | -5,500 | $18,253 |
| FCN | 152,398 | -5,500 | $18,253 |
| ACCENTURE PLC IRELAND |
95,000 | +95,000 | $15,510 |
| ACN | 95,000 | +95,000 | $15,510 |
| BURLINGTON STORES INC |
97,250 | -17,750 | $15,410 |
| BURL | 97,250 | -17,750 | $15,410 |
| HOME DEPOT INC |
80,000 | +80,000 | $14,937 |
| HD | 80,000 | +80,000 | $14,937 |
| ALIBABA GROUP HLDG LTD |
75,000 | +75,000 | $14,586 |
| BABA | 75,000 | +75,000 | $14,586 |
| OLLIES BARGAIN OUTLT HLDGS I |
295,406 | +295,406 | $13,689 |
| OLLI | 295,406 | +295,406 | $13,689 |
| TARGET CORP |
145,000 | -5,000 | $13,481 |
| TGT | 145,000 | -5,000 | $13,481 |
| LUCKIN COFFEE INC |
486,505 | +1,505 | $13,228 |
| LK | 486,505 | +1,505 | $13,228 |
| AUTOZONE INC |
14,710 | +14,710 | $12,445 |
| AZO | 14,710 | +14,710 | $12,445 |
| TEMPUR SEALY INTL INC |
260,000 | -10,000 | $11,365 |
| TPX | 260,000 | -10,000 | $11,365 |
| WALMART INC |
95,000 | +95,000 | $10,794 |
| WMT | 95,000 | +95,000 | $10,794 |
| FACEBOOK INC |
60,000 | -35,000 | $10,008 |
| FB | 60,000 | -35,000 | $10,008 |
| COSTCO WHSL CORP NEW |
35,000 | +35,000 | $9,980 |
| COST | 35,000 | +35,000 | $9,980 |
| KNIGHT SWIFT TRANSN HLDGS IN |
275,000 | +275,000 | $9,020 |
| KNX | 275,000 | +275,000 | $9,020 |
| OLD DOMINION FREIGHT LINE IN |
63,631 | +63,631 | $8,352 |
| ODFL | 63,631 | +63,631 | $8,352 |
| NIKE INC |
100,000 | -85,000 | $8,274 |
| NKE | 100,000 | -85,000 | $8,274 |
| INTEL CORP |
146,600 | +146,600 | $7,934 |
| INTC | 146,600 | +146,600 | $7,934 |
| YETI HLDGS INC |
393,108 | +14,611 | $7,673 |
| YETI | 393,108 | +14,611 | $7,673 |
| CHURCHILL DOWNS INC |
74,325 | -99,597 | $7,652 |
| CHDN | 74,325 | -99,597 | $7,652 |
| CSX CORP |
130,878 | +130,878 | $7,499 |
| CSX | 130,878 | +130,878 | $7,499 |
| MALIBU BOATS INC |
251,903 | +115,017 | $7,252 |
| MBUU | 251,903 | +115,017 | $7,252 |
| DECKERS OUTDOOR CORP |
53,994 | -146,006 | $7,235 |
| DECK | 53,994 | -146,006 | $7,235 |
| UNION PAC CORP |
50,000 | +50,000 | $7,052 |
| UNP | 50,000 | +50,000 | $7,052 |
| JABIL INC |
284,982 | -72,735 | $7,005 |
| JBL | 284,982 | -72,735 | $7,005 |
| ALPHABET INC |
6,000 | -2,000 | $6,972 |
| GOOGL | 6,000 | -2,000 | $6,972 |
| WINNEBAGO INDS INC |
242,979 | -132,021 | $6,757 |
| WGO | 242,979 | -132,021 | $6,757 |
| THE TRADE DESK INC |
35,000 | +35,000 | $6,755 |
| TTD | 35,000 | +35,000 | $6,755 |
| MCDONALDS CORP |
40,000 | -85,000 | $6,614 |
| MCD | 40,000 | -85,000 | $6,614 |
| PTC INC |
100,450 | +100,450 | $6,149 |
| PTC | 100,450 | +100,450 | $6,149 |
| ULTA BEAUTY INC |
33,700 | +33,700 | $5,921 |
| ULTA | 33,700 | +33,700 | $5,921 |
| BRUNSWICK CORP |
150,000 | +150,000 | $5,306 |
| BC | 150,000 | +150,000 | $5,306 |
| KANSAS CITY SOUTHERN |
41,600 | +41,600 | $5,291 |
| KSU | 41,600 | +41,600 | $5,291 |
| DISNEY WALT CO |
50,000 | +50,000 | $4,830 |
| DIS | 50,000 | +50,000 | $4,830 |
| LENNAR CORP |
115,000 | +115,000 | $4,393 |
| LEN | 115,000 | +115,000 | $4,393 |
| SPOTIFY TECHNOLOGY S A |
30,000 | -37,500 | $3,643 |
| SPOT | 30,000 | -37,500 | $3,643 |
| REYNOLDS CONSUMER PRODS INC |
123,318 | +123,318 | $3,597 |
| REYN | 123,318 | +123,318 | $3,597 |
| TJX COS INC NEW |
75,000 | +11,500 | $3,586 |
| TJX | 75,000 | +11,500 | $3,586 |
| SNAP INC |
275,000 | -175,000 | $3,270 |
| SNAP | 275,000 | -175,000 | $3,270 |
| RED ROCK RESORTS INC |
340,505 | -55,665 | $2,911 |
| RRR | 340,505 | -55,665 | $2,911 |
| POLARIS INC |
55,139 | +55,139 | $2,655 |
| PII | 55,139 | +55,139 | $2,655 |
| BOOT BARN HLDGS INC |
191,809 | -361,146 | $2,480 |
| BOOT | 191,809 | -361,146 | $2,480 |
| D R HORTON INC |
65,000 | +65,000 | $2,210 |
| DHI | 65,000 | +65,000 | $2,210 |
| FIVE BELOW INC |
30,000 | -145,000 | $2,111 |
| FIVE | 30,000 | -145,000 | $2,111 |
| KULICKE & SOFFA INDS INC |
94,056 | +94,056 | $1,963 |
| KLIC | 94,056 | +94,056 | $1,963 |
| PERFORMANCE FOOD GROUP CO |
76,300 | -93,700 | $1,886 |
| PFGC | 76,300 | -93,700 | $1,886 |
| ROKU INC |
20,000 | +20,000 | $1,750 |
| ROKU | 20,000 | +20,000 | $1,750 |
See Full List: All Stocks Held By Shellback Capital LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Shellback Capital LP
|
Size ($ in 1000's)
At 03/31/2020: $451,659 At 12/31/2019: $893,599 Shellback Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shellback Capital LP 13F filings. Link to 13F filings: SEC filings |
