Top Funds / Bares Capital Management, Inc.


Brian Bares

2019Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2018Q4 $ vs. 2018Q4
Interactive Brokers Group, Inc. 7,184,569 $372,735,000 10.47% +255,098 -$5,961,000
GARTNER INC 2,364,020 $358,575,000 10.08% +43,471 +$61,916,000
Workday, Inc. 1,831,649 $353,234,000 9.93% -90,831 +$46,252,000
FASTENAL CO 4,462,114 $286,959,000 8.06% -289,788 +$38,482,000
MIDDLEBY CORP 2,067,921 $268,892,000 7.56% -92,596 +$46,942,000
COSTAR GROUP, INC. 551,097 $257,043,000 7.22% -40,336 +$57,529,000
Wayfair Inc. 1,593,189 $236,509,000 6.65% New +$236,509,000
TripAdvisor, Inc. 4,487,421 $230,878,000 6.49% -756,597 -$51,984,000
Under Armour Inc 10,158,363 $191,688,000 5.39% -510,415 +$19,174,000
NATIONAL INSTRUMENTS CORP 4,176,611 $185,274,000 5.21% -260,393 -$16,077,000
Element Solutions Inc 16,371,447 $165,352,000 4.65% -1,699,511 -$21,321,000
BOX INC 8,501,522 $164,164,000 4.61% -906,078 +$5,364,000
PAPA JOHNS INTERNATIONAL INC 1,872,812 $99,165,000 2.79% +301,159 +$36,597,000
Alarm.com Holdings, Inc. 1,460,378 $94,779,000 2.66% -1,981,958 -$83,775,000
COMSCORE, INC. 3,190,831 $64,614,000 1.82% -338,340 +$13,688,000
Square, Inc. 563,217 $42,196,000 1.19% +21,626 +$11,818,000
Guidewire Software, Inc. 338,233 $32,863,000 0.92% +8,300 +$6,392,000
CIMPRESS plc 380,986 $30,528,000 0.86% New +$30,528,000
ALIGN TECHNOLOGY INC 105,650 $30,039,000 0.84% +16,800 +$11,431,000
ANSYS INC 157,454 $28,768,000 0.81% -11,000 +$4,689,000
TYLER TECHNOLOGIES INC 139,640 $28,542,000 0.80% +9,700 +$4,397,000
e.l.f. Beauty, Inc. 2,183,273 $23,143,000 0.65% +490,171 +$8,481,000
Despegar.com, Corp. 856,450 $12,761,000 0.36% +278,288 +$5,586,000
Colfax CORP 0 $0 0% Closed -$31,199,000
WATERS CORP /DE/ 0 $0 0% Closed -$169,914,000