Top Funds / Bares Capital Management, Inc.


Brian Bares

2020Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2019Q4 $ vs. 2019Q4
Workday, Inc. 3,031,665 $394,783,000 14.23% +573,757 -$9,420,000
Square, Inc. 7,259,030 $380,228,000 13.71% +2,073,081 +$55,795,000
PEGASYSTEMS INC 4,039,181 $287,711,000 10.37% +462,818 +$2,854,000
ALIGN TECHNOLOGY INC 1,547,908 $269,259,000 9.71% +357,504 -$62,911,000
Interactive Brokers Group, Inc. 6,080,112 $262,478,000 9.46% -1,393,503 -$85,942,000
Wayfair Inc. 4,758,975 $254,320,000 9.17% +345,873 -$144,492,000
GARTNER INC 2,523,939 $251,309,000 9.06% +120,047 -$119,131,000
COSTAR GROUP, INC. 377,411 $221,620,000 7.99% +10,000 +$1,798,000
Under Armour Inc 9,038,426 $72,850,000 2.63% -1,279,847 -$125,054,000
Element Solutions Inc 6,802,908 $56,872,000 2.05% -4,285,795 -$72,644,000
BOX INC 3,498,602 $49,120,000 1.77% -2,444,269 -$50,601,000
Alarm.com Holdings, Inc. 1,012,350 $39,391,000 1.42% -512,036 -$26,112,000
Guidewire Software, Inc. 495,544 $39,302,000 1.42% +155,100 +$1,931,000
TYLER TECHNOLOGIES INC 110,290 $32,708,000 1.18% -19,367 -$6,192,000
TWILIO INC 276,438 $24,738,000 0.89% New +$24,738,000
NATIONAL INSTRUMENTS CORP 722,832 $23,911,000 0.86% +88,434 -$2,949,000
MIDDLEBY CORP 393,810 $22,400,000 0.81% +60,589 -$14,094,000
ZUORA INC 2,445,681 $19,688,000 0.71% -573,216 -$23,573,000
PAPA JOHNS INTERNATIONAL INC 336,210 $17,944,000 0.65% -838,753 -$56,255,000
Alteryx, Inc. 182,492 $17,368,000 0.63% New +$17,368,000
PagerDuty, Inc. 559,573 $9,669,000 0.35% New +$9,669,000
Despegar.com, Corp. 1,330,897 $7,546,000 0.27% -851,796 -$21,877,000
CIMPRESS plc 132,915 $7,071,000 0.25% -174,686 -$31,616,000
Mimecast Ltd 160,204 $5,655,000 0.20% New +$5,655,000
COMSCORE, INC. 1,341,430 $3,783,000 0.14% -824,398 -$6,916,000