Sanoor Capital Management LP 13F Holdings · last filed Q1 2019
Sanoor Capital Management LP reported 11 securities worth $106.30M in its SEC 13F filing for Q1 2019 (period ended 2019-03-31). Top holdings: IBN (12.64%), HDB (12.21%), AMZN (12.11%). Among its top 25 positions this quarter: 3 new, 4 added, 4 trimmed, 7 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBN | ICICI BK LTD | $13.4M | 12.64% | 1.2M | Trimmed |
| 2 | HDB | HDFC BANK LTD | $13.0M | 12.21% | 111,985 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $12.9M | 12.11% | 7,230 | Added |
| 4 | NEM | NEWMONT MNG CORP | $10.0M | 9.40% | 279,300 | Trimmed |
| 5 | AEM | AGNICO EAGLE MINES LTD | $9.6M | 9.01% | 220,200 | Trimmed |
| 6 | CRM | SALESFORCE COM INC | $8.3M | 7.81% | 52,402 | Added |
| 7 | NOW | SERVICENOW INC | $8.2M | 7.67% | 33,086 | Added |
| 8 | PYPL | PAYPAL HLDGS INC | $7.9M | 7.47% | 76,480 | New |
| 9 | ASHR | DBX ETF TR | $7.8M | 7.37% | 272,700 | New |
| 10 | TWLO | TWILIO INC | $7.6M | 7.19% | 59,180 | New |
| 11 | SPLK | SPLUNK INC | $7.6M | 7.12% | 60,726 | Added |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
| 13 | CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 14 | MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 15 | O | REALTY INCOME CORP | $0 | 0.00% | 0 | Exited |
| 16 | PEAK | HCP INC | $0 | 0.00% | 0 | Exited |
| 17 | SHY | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 18 | XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2019-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR