Top Funds / Bares Capital Management, Inc.


Brian Bares

2018Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2017Q4 $ vs. 2017Q4
Interactive Brokers Group, Inc. 4,852,017 $326,250,000 12.49% +9,435 +$39,521,000
COSTAR GROUP, INC. 622,557 $225,789,000 8.65% +994 +$41,216,000
FASTENAL CO 3,740,893 $204,215,000 7.82% +7,509 +$36,000
GARTNER INC 1,587,571 $186,730,000 7.15% +303,449 +$28,590,000
NATIONAL INSTRUMENTS CORP 3,543,046 $179,172,000 6.86% +6,828 +$31,959,000
TripAdvisor, Inc. 4,240,302 $173,386,000 6.64% New +$173,386,000
Platform Specialty Products Co 17,897,653 $172,354,000 6.60% +1,348,154 +$8,183,000
ANSYS INC 1,070,534 $167,742,000 6.42% +2,027 +$10,041,000
FACTSET RESEARCH SYSTEMS INC 761,077 $151,774,000 5.81% No Change +$5,069,000
BOX INC 7,272,749 $149,455,000 5.72% +1,086,033 +$18,792,000
WATERS CORP /DE/ 747,260 $148,443,000 5.68% +1,541 +$4,378,000
Alarm.com Holdings, Inc. 3,416,891 $128,953,000 4.94% +747,152 +$28,170,000
Under Armour Inc 8,290,316 $118,966,000 4.55% +17,488 +$8,772,000
Colfax CORP 3,196,676 $101,974,000 3.90% -403,276 -$40,656,000
TWILIO INC 1,932,511 $73,783,000 2.83% -341,366 +$20,120,000
COMSCORE, INC. 2,512,285 $60,471,000 2.32% +114,780 -$7,858,000
e.l.f. Beauty, Inc. 2,184,372 $42,311,000 1.62% +146,307 -$3,158,000
MARKEL CORP 0 $0 0% Closed -$145,384,000