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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Bares Capital Management
Value
$1.1B
Stocks
24 Stocks
Turnover
0.0%
Top Holdings
PEGA(17.93%) XYZ(13.28%) WDAY(13.19%) IBKR(13.08%) CSGP(9.54%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| PEGA | None | Pegasystems Inc. | General | $194.4M | 0 | 17.9% | 0 | No Change |
| XYZ | None | Block, Inc. | General | $144.0M | 0 | 13.3% | 0 | No Change |
| WDAY | None | Workday, Inc. | Information Technology | $142.9M | 0 | 13.2% | 0 | No Change |
| IBKR | None | Interactive Brokers Group, Inc. | Financials | $141.8M | 0 | 13.1% | 0 | No Change |
| CSGP | None | CoStar Group | Real Estate | $103.5M | 0 | 9.5% | 0 | No Change |
| ETSY | None | Etsy | Consumer Discretionary | $94.7M | 0 | 8.7% | 0 | No Change |
| ALGN | None | Align Technology, Inc. | Health Care | $76.3M | 0 | 7.0% | 0 | No Change |
| W | None | Wayfair, Inc | Consumer Discretionary | $60.1M | 0 | 5.5% | 0 | No Change |
| MEDP | None | Medpace | Health Care | $57.3M | 0 | 5.3% | 0 | No Change |
| GMED | None | Globus Medical Inc | Health Care | $29.8M | 0 | 2.8% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| HEI-AHEICO Corporation | $31K | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 3 | $338.4M | 31.2% |
| Health Care | 4 | $185.4M | 17.1% |
| Consumer Discretionary | 2 | $154.7M | 14.3% |
| Information Technology | 4 | $152.7M | 14.1% |
| Financials | 4 | $141.9M | 13.1% |
| Real Estate | 1 | $103.5M | 9.5% |
| Industrials | 6 | $7.4M | 0.7% |