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.
Peak Ten Capital LLC (CIK 1510972) reported $46.5M across 28 reported positions in its SEC 13F filing for 2015-09-30. Largest positions: INOV2 ($4.3M, 9.33%), QLIK ($4.1M, 8.82%), AMZN ($2.6M, 5.50%), GOOGL ($2.6M, 5.49%), VMW ($2.4M, 5.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INOV2 | INOVALON HLDGS INC | $4.3M | 9.33% | 208,244 | Added |
| 2 | QLIK | QLIK TECHNOLOGIES INC | $4.1M | 8.82% | 112,500 | Added |
| 3 | AMZN | AMAZON COM INC | $2.6M | 5.50% | 5,000 | Hold |
| 4 | GOOGL | GOOGLE INC | $2.6M | 5.49% | 4,000 | Trimmed |
| 5 | VMW | VMWARE INC | $2.4M | 5.13% | 30,300 | Trimmed |
| 6 | ZEN | ZENDESK INC | $2.3M | 5.05% | 119,164 | Added |
| 7 | SPLK | SPLUNK INC | $2.2M | 4.65% | 39,100 | Added |
| 8 | SPWRQ | SUNPOWER CORP | $2.0M | 4.31% | 100,000 | Added |
| 9 | DATA | TABLEAU SOFTWARE INC | $2.0M | 4.29% | 25,000 | New |
| 10 | N | NETSUITE INC | $1.9M | 4.05% | 22,476 | Added |
| 11 | CRM | SALESFORCE COM INC | $1.7M | 3.73% | 25,010 | Added |
| 12 | VYX | NCR CORP NEW | $1.7M | 3.70% | 75,583 | Added |
| 13 | LNKD | LINKEDIN CORP | $1.5M | 3.27% | 8,000 | Added |
| 14 | NMBL | NIMBLE STORAGE INC | $1.4M | 3.12% | 60,115 | Trimmed |
| 15 | VJTTY | VOXELJET AG | $1.4M | 3.04% | 312,392 | Added |
| 16 | CI | CIGNA CORPORATION | $1.4M | 2.90% | 10,000 | Added |
| 17 | BIIB | BIOGEN INC | $1.3M | 2.82% | 4,500 | New |
| 18 | FSLR | FIRST SOLAR INC | $1.3M | 2.76% | 30,000 | Added |
| 19 | ZNGA | ZYNGA INC | $1.2M | 2.57% | 525,000 | Added |
| 20 | PAYC | PAYCOM SOFTWARE INC | $1.2M | 2.53% | 32,802 | Trimmed |
| 21 | META | FACEBOOK INC | $1.1M | 2.42% | 12,500 | New |
| 22 | WDAY | WORKDAY INC | $1.0M | 2.22% | 15,000 | Trimmed |
| 23 | ATML | ATMEL CORP | $968,000 | 2.08% | 120,000 | Added |
| 24 | VIAV | VIAVI SOLUTIONS INC | $806,000 | 1.73% | 150,000 | New |
| 25 | MNDT | FIREEYE INC | $796,000 | 1.71% | 25,000 | Added |
Source: SEC Form 13F filings · as of 2015-09-30