Caldera Capital, LLC

data from 31/03/2020

Capitalization

$ 18.234 M -88.72 %

Average holding period

5 ans

Performance

$ 62.137 M 55.99 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Caldera Capital, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/03/31 FIS FIDELITY NATIONAL INFO SERV 19.80% 3.610 M $ 29680 2019/09/30 -4.053 M $ -12.55 %
2020/03/31 EQIX EQUINIX INC 17.73% 3.232 M $ 5174 2019/03/31 409.558 K $ 7.00 %
2020/03/31 FISV FISERV INC 14.41% 2.628 M $ 27661 2018/12/31 -4.991 M $ -17.85 %
2020/03/31 MA MASTERCARD INC - A 8.42% 1.536 M $ 6360 2020/03/31 0.000 $ 0.00 %
2020/03/31 MSFT MICROSOFT CORP 8.37% 1.526 M $ 9675 2018/06/30 975.000 $ 0.01 %
2020/03/31 WTW WILLIS TOWERS WATSON PLC 7.10% 1.295 M $ 7625 2020/03/31 0.000 $ 0.00 %
2020/03/31 ICE INTERCONTINENTAL EXCHANGE IN 6.76% 1.232 M $ 15260 2020/03/31 0.000 $ 0.00 %
2020/03/31 G GENPACT LTD 4.79% 873.000 K $ 29895 2019/12/31 -1.234 M $ -30.75 %
2020/03/31 PYPL PAYPAL HOLDINGS INC(NSM) 3.94% 718.000 K $ 7500 2020/03/31 0.000 $ 0.00 %
2020/03/31 JLL JONES LANG LASALLE INC 3.04% 555.000 K $ 5500 2019/09/30 -1.062 M $ -41.99 %
2020/03/31 ADP AUTOMATIC DATA PROCESSING(NSM) 2.64% 482.000 K $ 3525 2017/12/31 0.000 $ 0.00 %
2020/03/31 SPGI S&P GLOBAL INC 1.69% 309.000 K $ 1260 2016/12/31 -1.967 M $ -10.25 %
2020/03/31 TRU TRANSUNION 1.31% 238.000 K $ 3590 2020/03/31 0.000 $ 0.00 %
2020/03/31 FAF FIRST AMERN FINL CORP 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2020/03/31 WEX WEX INC 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2020/03/31 SERV SERVICEMASTER GLOBAL HLDGS I 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2020/03/31 V VISA INC 0.00% 0.000 $ 0 2017/03/31 0.000 $ 0.00 %
2020/03/31 WCN WASTE CONNECTIONS INC 0.00% 0.000 $ 0 2017/06/30 0.000 $ 0.00 %
2020/03/31 USFD US FOODS HLDG CORP 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2020/03/31 GPN GLOBAL PMTS INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %