Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ALYDAR PARTNERS LLC (CIK 1279895) reported $184.5M across 40 reported positions in its SEC 13F filing for 2015-03-31. Largest positions: TWTR ($16.3M, 8.82%), SPWRQ ($10.6M, 5.77%), TSLA ($10.6M, 5.73%), META ($9.0M, 4.90%), AGN ($6.2M, 3.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TWTR | TWITTER INC | $16.3M | 8.82% | 325,000 | Trimmed |
| 2 | SPWRQ | SUNPOWER CORP | $10.6M | 5.77% | 340,000 | Trimmed |
| 3 | TSLA | TESLA MTRS INC | $10.6M | 5.73% | 56,000 | Trimmed |
| 4 | META | FACEBOOK INC | $9.0M | 4.90% | 110,000 | Trimmed |
| 5 | AGN | ACTAVIS PLC | $6.2M | 3.39% | 21,000 | Trimmed |
| 6 | ELLI | ELLIE MAE INC | $6.0M | 3.27% | 109,000 | Added |
| 7 | HZNP | HORIZON PHARMA PLC | $5.7M | 3.10% | 220,000 | New |
| 8 | NFLX | NETFLIX INC | $5.4M | 2.94% | 13,000 | New |
| 9 | AMAG | AMAG PHARMACEUTICALS INC | $5.2M | 2.81% | 95,000 | Trimmed |
| 10 | SUNEQ | SUNEDISON INC | $4.8M | 2.60% | 200,000 | New |
| 11 | GMCR | KEURIG GREEN MTN INC | $4.5M | 2.42% | 40,000 | Hold |
| 12 | AAPL | APPLE INC | $4.4M | 2.36% | 35,000 | New |
| 13 | VMC | VULCAN MATLS CO | $4.2M | 2.28% | 50,000 | Trimmed |
| 14 | RCL | ROYAL CARIBBEAN CRUISES LTD | $4.1M | 2.22% | 50,000 | Trimmed |
| 15 | PHM | PULTE GROUP INC | $4.0M | 2.17% | 180,000 | New |
| 16 | HAR | HARMAN INTL INDS INC | $4.0M | 2.17% | 30,000 | Added |
| 17 | FRSH3 | PAPA MURPHYS HLDGS INC | $3.9M | 2.11% | 214,600 | Trimmed |
| 18 | AMCX | AMC NETWORKS INC | $3.8M | 2.08% | 50,000 | New |
| 19 | LAD | LITHIA MTRS INC | $3.5M | 1.89% | 35,000 | Trimmed |
| 20 | FNF | FIDELITY NATIONAL FINANCIAL | $3.5M | 1.89% | 95,000 | New |
| 21 | MAS | MASCO CORP | $3.5M | 1.88% | 130,000 | Trimmed |
| 22 | HD | HOME DEPOT INC | $3.4M | 1.85% | 30,000 | New |
| 23 | ECPG | ENCORE CAP GROUP INC | $3.3M | 1.80% | 80,000 | Trimmed |
| 24 | SEDG | SOLAREDGE TECHNOLOGIES INC | $3.3M | 1.78% | 150,000 | New |
| 25 | AWK | AMERICAN WTR WKS CO INC NEW | $3.3M | 1.76% | 60,000 | Hold |
Source: SEC Form 13F filings · as of 2015-03-31