Top Funds / Bares Capital Management, Inc.


Brian Bares

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
Square, Inc. 5,304,676 $1,154,510,000 21.35% -387,535 +$229,241,000
PEGASYSTEMS INC 5,207,286 $693,923,000 12.83% +510,121 +$125,378,000
Workday, Inc. 2,737,230 $655,868,000 12.13% -17,956 +$63,145,000
Wayfair Inc. 2,586,224 $583,995,000 10.80% +9,278 -$165,922,000
ALIGN TECHNOLOGY INC 804,411 $429,861,000 7.95% -370,041 +$45,392,000
Alteryx, Inc. 3,360,792 $409,311,000 7.57% +619,294 +$98,014,000
GARTNER INC 2,412,029 $386,383,000 7.15% +41,849 +$90,229,000
Interactive Brokers Group, Inc. 5,496,555 $334,850,000 6.19% -16,065 +$68,425,000
COSTAR GROUP, INC. 346,053 $319,850,000 5.91% -22,211 +$7,374,000
Farfetch Ltd 853,207 $54,443,000 1.01% -831,864 +$12,047,000
TWILIO INC 141,061 $47,749,000 0.88% -38,600 +$3,357,000
Guidewire Software, Inc. 368,215 $47,400,000 0.88% No Change +$9,006,000
MIDDLEBY CORP 320,970 $41,379,000 0.77% -119,000 +$1,909,000
NATIONAL INSTRUMENTS CORP 853,602 $37,507,000 0.69% +50,000 +$8,818,000
Alarm.com Holdings, Inc. 351,558 $36,369,000 0.67% -15,333 +$16,098,000
TYLER TECHNOLOGIES INC 74,557 $32,546,000 0.60% No Change +$6,558,000
Stitch Fix, Inc. 467,202 $27,434,000 0.51% -2,543 +$14,690,000
PagerDuty, Inc. 656,354 $27,370,000 0.51% +48,864 +$10,901,000
Element Solutions Inc 1,246,079 $22,093,000 0.41% -31,741 +$8,663,000
BOX INC 986,781 $17,811,000 0.33% +199,988 +$4,152,000
Mimecast Ltd 294,234 $16,724,000 0.31% +68,460 +$6,131,000
CIMPRESS plc 102,708 $9,012,000 0.17% +51,497 +$5,163,000
Despegar.com, Corp. 600,164 $7,688,000 0.14% +21,000 +$4,005,000
PAPA JOHNS INTERNATIONAL INC 73,232 $6,214,000 0.11% -30,251 -$2,301,000
ZUORA INC 332,673 $4,634,000 0.09% -208,211 -$959,000