Top Funds / Bares Capital Management, Inc.


Brian Bares

2019Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2019Q3 $ vs. 2019Q3
Workday, Inc. 2,457,908 $404,203,000 11.34% +409,763 +$56,100,000
Wayfair Inc. 4,413,102 $398,812,000 11.18% +2,011,660 +$129,562,000
GARTNER INC 2,403,892 $370,440,000 10.39% -22,690 +$23,463,000
Interactive Brokers Group, Inc. 7,473,615 $348,420,000 9.77% +35,401 -$51,607,000
ALIGN TECHNOLOGY INC 1,190,404 $332,170,000 9.32% +140,891 +$142,292,000
Square, Inc. 5,185,949 $324,433,000 9.10% +321,411 +$23,075,000
PEGASYSTEMS INC 3,576,363 $284,857,000 7.99% +3,115,000 +$253,461,000
COSTAR GROUP, INC. 367,411 $219,822,000 6.16% +4,257 +$4,399,000
Under Armour Inc 10,318,273 $197,904,000 5.55% -15,026 +$10,561,000
Element Solutions Inc 11,088,703 $129,516,000 3.63% -1,415,548 +$2,223,000
BOX INC 5,942,871 $99,721,000 2.80% -514,671 -$7,216,000
PAPA JOHNS INTERNATIONAL INC 1,174,963 $74,199,000 2.08% -272,440 -$1,573,000
Alarm.com Holdings, Inc. 1,524,386 $65,503,000 1.84% +321,796 +$9,414,000
ZUORA INC 3,018,897 $43,261,000 1.21% +300,150 +$2,344,000
TYLER TECHNOLOGIES INC 129,657 $38,900,000 1.09% +1,452 +$5,246,000
CIMPRESS plc 307,601 $38,687,000 1.08% New +$38,687,000
Guidewire Software, Inc. 340,444 $37,371,000 1.05% +34,843 +$5,167,000
MIDDLEBY CORP 333,221 $36,494,000 1.02% +14,526 -$761,000
FASTENAL CO 902,881 $33,361,000 0.94% -5,993,892 -$191,957,000
Despegar.com, Corp. 2,182,693 $29,423,000 0.83% -150,028 +$3,017,000
NATIONAL INSTRUMENTS CORP 634,398 $26,860,000 0.75% -776,413 -$32,380,000
TripAdvisor, Inc. 680,611 $20,677,000 0.58% -3,771,309 -$151,523,000
COMSCORE, INC. 2,165,828 $10,699,000 0.30% -218,647 +$6,145,000
CIMPRESS plc 0 $0 0% Closed -$43,989,000
e.l.f. Beauty, Inc. 0 $0 0% Closed -$194,000