Shelter Haven Capital Management L.P. Top Holdings
As of  03/31/2020

 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
TOWER SEMICONDUCTOR LTD 2,490,321 +867,369 $39,646
COMMSCOPE HLDG CO INC 3,795,567 +3,795,567 $34,578
NUTANIX INC 1,635,724 +1,635,724 $25,844
INPHI CORP 291,681 +291,681 $23,092
NVIDIA CORP 69,734 +69,734 $18,382
ZYNGA INC 2,577,095 -3,395,983 $17,653
FABRINET 286,220 +24,889 $15,616
DIAMOND EAGLE ACQUISITION CO 1,068,759 +1,068,759 $13,188
BROADCOM INC 53,588 +53,588 $12,867
ELDORADO RESORTS INC 789,315 +417,128 $11,366
BANDWIDTH INC 161,284 -236,227 $10,853
LIVEPERSON INC 430,976 +430,976 $9,805
FIVE9 INC 117,070 +117,070 $8,951
QUALCOMM INC 120,000 +120,000 $8,118
NUANCE COMMUNICATIONS INC 455,762 +455,762 $7,648

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

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

Size ($ in 1000's)
At 03/31/2020: $263,875
At 12/31/2019: $209,373

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

Shelter Haven Capital Management L.P. Top Holdings 13F Filings |

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