Ferox Capital Management LP

data from 31/03/2020

Capitalization

$ 163.927 M -30.65 %

Average holding period

6 ans

Performance

$ 52.113 M 16.39 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Ferox Capital Management LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/03/31 SERVICENOW INC 14.62% 23.964 M $ 11000000 2019/06/30 960.000 K $ 2.83 %
2020/03/31 TWITTER INC 8.29% 13.594 M $ 15500000 2019/06/30 -1.228 M $ -9.40 %
2020/03/31 PALO ALTO NETWORKS INC 6.51% 10.676 M $ 11200000 2019/09/30 -1.505 M $ -14.18 %
2020/03/31 PRICELINE GRP INC 6.47% 10.610 M $ 9500000 2019/06/30 -8.580 M $ -28.19 %
2020/03/31 WORKDAY INC 5.97% 9.788 M $ 6000000 2019/06/30 -3.420 M $ -18.88 %
2020/03/31 LIBERTY MEDIA CORP DELAWARE 5.59% 9.165 M $ 9550000 2016/06/30 -1.370 M $ -27.75 %
2020/03/31 NICE SYS INC 5.53% 9.057 M $ 5000000 2019/06/30 -599.999 K $ -5.23 %
2020/03/31 FORTIVE CORP 4.85% 7.954 M $ 8700000 2020/03/31 0.000 $ 0.00 %
2020/03/31 SPLUNK INC 4.41% 7.222 M $ 6800000 2019/09/30 -979.999 K $ -11.66 %
2020/03/31 WORKDAY INC 3.22% 5.281 M $ 4700000 2018/12/31 -239.999 K $ -12.54 %
2020/03/31 ON SEMICONDUCTOR CORP 3.17% 5.198 M $ 5300000 2017/06/30 -208.587 K $ -27.81 %
2020/03/31 SQUARE INC 2.93% 4.801 M $ 4800000 2019/06/30 -121.000 K $ -9.90 %
2020/03/31 ARES CAP CORP 2.62% 4.287 M $ 5000000 2019/03/31 -1.488 M $ -19.95 %
2020/03/31 SILICON LABORATORIES INC 2.58% 4.230 M $ 3800000 2018/12/31 -161.000 K $ -17.22 %
2020/03/31 CHENIERE ENERGY INC 2.42% 3.974 M $ 6250000 2015/06/30 -928.000 K $ -18.93 %
2020/03/31 MICROCHIP TECHNOLOGY INC 2.19% 3.582 M $ 3500000 2018/03/31 -1.324 M $ -28.58 %
2020/03/31 GUIDEWIRE SOFTWARE INC 1.71% 2.797 M $ 2800000 2018/03/31 -181.069 K $ -15.40 %
2020/03/31 WIX COM LTD 1.70% 2.792 M $ 2800000 2019/12/31 -79.715 K $ -11.72 %
2020/03/31 DEXCOM INC 1.67% 2.732 M $ 1000000 2019/06/30 529.999 K $ 24.10 %
2020/03/31 SQUARE INC 1.45% 2.382 M $ 1000000 2020/03/31 0.000 $ 0.00 %
2020/03/31 LIBERTY MEDIA CORP 1.33% 2.173 M $ 3000000 2019/06/30 -794.199 K $ -16.62 %
2020/03/31 INPHI CORP 1.23% 2.012 M $ 1000000 2019/09/30 129.999 K $ 6.93 %
2020/03/31 ILLUMINA INC 1.18% 1.931 M $ 2000000 2020/03/31 0.000 $ 0.00 %
2020/03/31 NUVASIVE INC 1.03% 1.684 M $ 1600000 2018/03/31 -224.000 K $ -20.99 %
2020/03/31 RINGCENTRAL INC 0.94% 1.545 M $ 572000 2020/03/31 0.000 $ 0.00 %
2020/03/31 LIVE NATION ENTERTAINMENT IN 0.89% 1.452 M $ 1500000 2019/03/31 -252.000 K $ -20.61 %
2020/03/31 AEROJET ROCKETDYNE HLDGS INC 0.77% 1.265 M $ 750000 2019/06/30 -180.000 K $ -6.63 %
2020/03/31 MOMO INC 0.66% 1.089 M $ 1390000 2020/03/31 0.000 $ 0.00 %
2020/03/31 ZILLOW GROUP INC 0.63% 1.032 M $ 1000000 2017/12/31 0.000 $ 0.00 %
2020/03/31 AKAMAI TECHNOLOGIES INC 0.59% 974.000 K $ 850000 2020/03/31 0.000 $ 0.00 %
2020/03/31 ILLUMINA INC 0.59% 969.000 K $ 800000 2018/03/31 -89.999 K $ -12.99 %
2020/03/31 DOCUSIGN INC 0.57% 939.000 K $ 650000 2019/12/31 179.999 K $ 16.09 %
2020/03/31 NUANCE COMMUNICATIONS INC 0.52% 848.000 K $ 800000 2017/06/30 0.000 $ 0.00 %
2020/03/31 TRANSOCEAN INC 0.42% 688.000 K $ 2000000 2019/12/31 -1.590 M $ -64.90 %
2020/03/31 PRICELINE GRP INC 0.32% 519.000 K $ 500000 2015/12/31 -131.999 K $ -10.34 %
2020/03/31 ZENDESK INC 0.22% 361.000 K $ 300000 2019/03/31 0.000 $ 0.00 %
2020/03/31 J2 GLOBAL INC 0.22% 360.000 K $ 300000 2016/12/31 -598.000 K $ -17.86 %
2020/03/31 COLONY STARWOOD HOMES 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2020/03/31 JAZZ INVESTMENTS I LTD 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2020/03/31 CTRIP COM INTL LTD 0.00% 0.000 $ 0 2016/12/31 0.000 $ 0.00 %
2020/03/31 SPY SPDR S&P 500 ETF TR 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2020/03/31 REALPAGE INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2020/03/31 HUBSPOT INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2020/03/31 NUTANIX INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2020/03/31 COUPA SOFTWARE INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2020/03/31 ETSY INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2020/03/31 TERADYNE INC 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2020/03/31 INPHI CORP 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2020/03/31 RESTORATION HARDWARE HLDGS I 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2020/03/31 WRIGHT MED GROUP INC 0.00% 0.000 $ 0 2016/12/31 0.000 $ 0.00 %
2020/03/31 WRIGHT MED GROUP N V 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %