Stock Taper 
JAFRA CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2018
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alibaba Group Holding Limited | BABA | 20K | $3.71M |
 Microchip Technology Incorporated | MCHP | 20K | $1.82M |
| EA Electronic Arts Inc | EA | 21K | $2.96M |
 Campbell Soup Company | CPB | 21K | $851K |
 Visa Inc. | V | 21.58K | $2.86M |
 Adobe Inc. | ADBE | 21.88K | $5.33M |
 Akamai Technologies, Inc. | AKAM | 22.07K | $1.62M |
 Honeywell International Inc. | HON | 22.11K | $3.19M |
 Salesforce, Inc. | CRM | 25K | $3.41M |
 Analog Devices, Inc. | ADI | 25K | $2.4M |
 Medtronic plc | MDT | 27.96K | $2.39M |
 Manhattan Associates, Inc. | MANH | 30K | $1.41M |
 Qorvo, Inc. | QRVO | 30K | $2.4M |
 Applied Materials, Inc. | AMAT | 30K | $1.39M |
 XPO Logistics, Inc. | XPO | 30.63K | $3.07M |
 Meta Platforms, Inc. | META | 35K | $6.8M |
 Yelp Inc. | YELP | 37K | $1.45M |
 Apple Inc. | AAPL | 55K | $10.18M |
 Peabody Energy Corporation | BTU | 60K | $2.73M |
 Microsoft Corporation | MSFT | 69.98K | $6.9M |