Kavi Asset Management, LP

data from 30/06/2019

Capitalization

$ 120.815 M -21.12 %

Average holding period

2 ans

Performance

$ 49.462 M 35.85 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Kavi Asset Management, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/06/30 CARS CARS COM INC 31.66% 38.248 M $ 1939567 2017/12/31 -5.976 M $ -14.04 %
2019/06/30 TMUS T MOBILE US INC 10.84% 13.100 M $ 176893 2019/06/30 0.000 $ 0.00 %
2019/06/30 ARMK ARAMARK 10.39% 12.558 M $ 348410 2019/06/30 0.000 $ 0.00 %
2019/06/30 CNC CENTENE CORP DEL 8.30% 10.028 M $ 191281 2019/06/30 0.000 $ 0.00 %
2019/06/30 MSTR MICROSTRATEGY INC 6.73% 8.135 M $ 56802 2019/03/31 -403.952 K $ -5.06 %
2019/06/30 CELG CELGENE CORP 5.36% 6.471 M $ 70000 2019/06/30 0.000 $ 0.00 %
2019/06/30 SE SEA LTD 4.97% 6.002 M $ 180552 2018/09/30 4.681 M $ 46.43 %
2019/06/30 STML STEMLINE THERAPEUTICS INC 4.91% 5.934 M $ 387313 2019/03/31 1.007 M $ 11.52 %
2019/06/30 AVTR AVANTOR INC 4.16% 5.026 M $ 263265 2019/06/30 0.000 $ 0.00 %
2019/06/30 FICO FAIR ISAAC CORP 3.42% 4.126 M $ 13140 2019/06/30 0.000 $ 0.00 %
2019/06/30 ELAN ELANCO ANIMAL HEALTH INC 3.27% 3.948 M $ 116755 2019/06/30 0.000 $ 0.00 %
2019/06/30 CARS CARS COM INC 3.26% 3.944 M $ 200000 2018/09/30 0.000 $ 0.00 %
2019/06/30 WILLSCOT CORP 2.73% 3.295 M $ 219077 2017/12/31 2.195 M $ 35.85 %
2019/06/30 FIZZ NATIONAL BEVERAGE CORP 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 SPDR SERIES TRUST 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 BIDU BAIDU INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 NTNX NUTANIX INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 VALE VALE S A 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 YNDX YANDEX N V 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 IQ IQIYI INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 FOXA FOX CORP 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 PAR PAR TECHNOLOGY CORP 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2019/06/30 NIHD NII HLDGS INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2019/06/30 HRTX HERON THERAPEUTICS INC 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2019/06/30 XEROX CORP 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %
2019/06/30 TLND TALEND S A 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %