Top Funds / Bares Capital Management, Inc.


Brian Bares

2019Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2019Q1 $ vs. 2019Q1
Interactive Brokers Group, Inc. 7,243,924 $392,621,000 10.76% +59,355 +$19,886,000
GARTNER INC 2,359,185 $379,687,000 10.40% -4,835 +$21,112,000
Workday, Inc. 1,833,652 $376,962,000 10.33% +2,003 +$23,728,000
COSTAR GROUP, INC. 534,750 $296,284,000 8.12% -16,347 +$39,241,000
FASTENAL CO 8,677,098 $282,787,000 7.75% +4,214,984 -$4,172,000
Square, Inc. 3,616,765 $262,324,000 7.19% +3,053,548 +$220,128,000
Wayfair Inc. 1,663,326 $242,846,000 6.65% +70,137 +$6,337,000
Under Armour Inc 10,043,880 $222,974,000 6.11% -114,483 +$31,286,000
TripAdvisor, Inc. 4,337,698 $200,792,000 5.50% -149,723 -$30,086,000
NATIONAL INSTRUMENTS CORP 4,080,541 $171,342,000 4.69% -96,070 -$13,932,000
Element Solutions Inc 16,371,447 $169,281,000 4.64% No Change +$3,929,000
BOX INC 8,501,522 $149,712,000 4.10% No Change -$14,452,000
PAPA JOHNS INTERNATIONAL INC 1,872,812 $83,752,000 2.29% No Change -$15,413,000
Alarm.com Holdings, Inc. 1,460,378 $78,130,000 2.14% No Change -$16,649,000
MIDDLEBY CORP 419,651 $56,947,000 1.56% -1,648,270 -$211,945,000
Despegar.com, Corp. 3,041,218 $42,243,000 1.16% +2,184,768 +$29,482,000
CIMPRESS plc 430,811 $39,156,000 1.07% +49,825 +$8,628,000
ZUORA INC 2,420,736 $37,086,000 1.02% New +$37,086,000
Guidewire Software, Inc. 312,601 $31,691,000 0.87% -25,632 -$1,172,000
e.l.f. Beauty, Inc. 2,183,273 $30,784,000 0.84% No Change +$7,641,000
ANSYS INC 141,554 $28,993,000 0.79% -15,900 +$225,000
TYLER TECHNOLOGIES INC 133,405 $28,818,000 0.79% -6,235 +$276,000
ALIGN TECHNOLOGY INC 105,273 $28,813,000 0.79% -377 -$1,226,000
COMSCORE, INC. 3,190,831 $16,465,000 0.45% No Change -$48,149,000