Ferox Capital Management LP 13F Holdings
CIK 0001343232 · LONDON, X0
As of Mar 31, 2020, Ferox Capital Management LP reported 37 positions worth
CIK 0001343232 · LONDON, X0
As of Mar 31, 2020, Ferox Capital Management LP reported 37 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SERVICENOW INC | — | — | 11,000,000 | $24.0K | 14.62% |
| TWITTER INC | — | — | 15,500,000 | 3.6K | 8.29% |
| PALO ALTO NETWORKS INC | — | — | 11,200,000 | 0.7K | 6.51% |
| PRICELINE GRP INC | — | — | 9,500,000 | 0.6K | 6.47% |
| WORKDAY INC | — | — | 6,000,000 | $9.8K | 5.97% |
| LIBERTY MEDIA CORP DEL | — | — | 9,550,000 | $9.2K | 5.59% |
| NICE SYS INC | — | — | 5,000,000 | $9.1K | 5.53% |
| FORTIVE CORP | — | — | 8,700,000 | $8.0K | 4.85% |
| SPLUNK INC | — | — | 6,800,000 | $7.2K | 4.41% |
| WORKDAY INC | — | — | 4,700,000 | $5.3K | 3.22% |
| ON SEMICONDUCTOR CORP | — | — | 5,300,000 | $5.2K | 3.17% |
| SQUARE INC | — | — | 4,800,000 | $4.8K | 2.93% |
| ARES CAPITAL CORP | — | — | 5,000,000 | $4.3K | 2.62% |
| SILICON LABORATORIES INC | — | — | 3,800,000 | $4.2K | 2.58% |
| CHENIERE ENERGY INC | — | — | 6,250,000 | $4.0K | 2.42% |
| MICROCHIP TECHNOLOGY INC. | — | — | 3,500,000 | $3.6K | 2.19% |
| GUIDEWIRE SOFTWARE INC | — | — | 2,800,000 | $2.8K | 1.71% |
| Wix.com Ltd | — | — | 2,800,000 | $2.8K | 1.70% |
| DEXCOM INC | — | — | 1,000,000 | $2.7K | 1.67% |
| SQUARE INC | — | — | 1,000,000 | $2.4K | 1.45% |
| LIBERTY MEDIA CORP DEL | — | — | 3,000,000 | $2.2K | 1.33% |
| INPHI CORP | — | — | 1,000,000 | $2.0K | 1.23% |
| ILLUMINA INC | — | — | 2,000,000 | .9K | 1.18% |
| NUVASIVE INC | — | — | 1,600,000 | .7K | 1.03% |
| RINGCENTRAL INC | — | — | 572,000 | .5K | 0.94% |