Hoplite Capital Management as of Sept. 30, 2018
Portfolio Holdings for Hoplite Capital Management
Hoplite Capital Management holds 18 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pepsi (PEP) | 14.8 | $101M | 901k | 111.80 | |
| Tempur-Pedic International (TPX) | 9.7 | $66M | 1.3M | 52.90 | |
| Hilton Worldwide Holdings (HLT) | 8.6 | $58M | 722k | 80.78 | |
| Agilent Technologies Inc C ommon (A) | 8.2 | $56M | 794k | 70.54 | |
| Amazon (AMZN) | 7.1 | $48M | 24k | 2002.98 | |
| Iqvia Holdings (IQV) | 6.5 | $45M | 343k | 129.74 | |
| Microsoft Corporation (MSFT) | 6.0 | $41M | 356k | 114.37 | |
| Martin Marietta Materials (MLM) | 5.7 | $39M | 212k | 181.95 | |
| Adobe Systems Incorporated (ADBE) | 5.4 | $37M | 135k | 269.95 | |
| Carvana Co cl a (CVNA) | 5.2 | $36M | 602k | 59.09 | |
| Royal Caribbean Cruises (RCL) | 4.1 | $28M | 217k | 129.94 | |
| Henry Schein (HSIC) | 4.1 | $28M | 329k | 85.03 | |
| Autodesk (ADSK) | 3.4 | $23M | 149k | 156.11 | |
| Teladoc (TDOC) | 3.4 | $23M | 267k | 86.35 | |
| Walt Disney Company (DIS) | 3.2 | $22M | 189k | 116.94 | |
| Dollar Tree (DLTR) | 2.9 | $20M | 244k | 81.55 | |
| Intelsat Sa | 1.5 | $10M | 347k | 30.00 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $640k | 2.00 | 320000.00 |
