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.
HHR Asset Management, LLC (CIK 1397545) reported $552.3M across 28 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: AYX ($28.6M, 5.18%), TWTR ($28.1M, 5.08%), PYPL ($27.1M, 4.91%), GWRE ($26.6M, 4.82%), CRM ($26.6M, 4.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AYX | ALTERYX INC | $28.6M | 5.18% | 400,335 | Trimmed |
| 2 | TWTR | TWITTER INC | $28.1M | 5.08% | 725,551 | Trimmed |
| 3 | PYPL | PAYPAL HLDGS INC | $27.1M | 4.91% | 234,661 | Added |
| 4 | GWRE | GUIDEWIRE SOFTWARE INC | $26.6M | 4.82% | 281,252 | Trimmed |
| 5 | CRM | SALESFORCE COM INC | $26.6M | 4.82% | 125,312 | Trimmed |
| 6 | GOOG | ALPHABET INC | $26.4M | 4.77% | 9,441 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $26.1M | 4.72% | 84,513 | Trimmed |
| 8 | META | META PLATFORMS INC | $26.0M | 4.71% | 117,006 | Trimmed |
| 9 | BKNG | BOOKING HOLDINGS INC | $25.9M | 4.69% | 11,027 | Trimmed |
| 10 | SBUX | STARBUCKS CORP | $25.5M | 4.61% | 280,020 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $24.7M | 4.47% | 7,569 | Trimmed |
| 12 | WDAY | WORKDAY INC | $24.5M | 4.44% | 102,406 | Trimmed |
| 13 | NFLX | NETFLIX INC | $24.5M | 4.43% | 65,364 | Added |
| 14 | ESTC | ELASTIC N V | $24.2M | 4.37% | 271,636 | Added |
| 15 | ADBE | ADOBE SYSTEMS INCORPORATED | $23.9M | 4.34% | 52,560 | Trimmed |
| 16 | NKE | NIKE INC | $23.5M | 4.26% | 174,845 | Trimmed |
| 17 | XM | QUALTRICS INTL INC | $23.5M | 4.26% | 823,399 | Added |
| 18 | Z | ZILLOW GROUP INC | $22.5M | 4.07% | 455,579 | New |
| 19 | KMX | CARMAX INC | $22.4M | 4.06% | 232,278 | Trimmed |
| 20 | RH | RH | $21.5M | 3.90% | 66,035 | Added |
| 21 | TMUS | T-MOBILE US INC | $6.7M | 1.22% | 52,584 | Trimmed |
| 22 | MTCH | MATCH GROUP INC NEW | $6.7M | 1.21% | 61,459 | Trimmed |
| 23 | ROKU | ROKU INC | $6.4M | 1.15% | 50,881 | New |
| 24 | AXON | AXON ENTERPRISE INC | $6.3M | 1.14% | 45,662 | Added |
| 25 | EVBG | EVERBRIDGE INC | $6.2M | 1.13% | 143,119 | Added |
Source: SEC Form 13F filings · as of 2022-03-31