Stock Taper

MEADOW CREEK INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q3 2019

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arch Capital Group Ltd.ACGL420$18K
Mesa Laboratories, Inc.MLAB418$99K
Methanex CorporationMEOH418$14K
Graham Holdings CompanyGHC400$265K
Roku, Inc.ROKU374$38K
Natera, Inc.NTRA368$12K
Sarepta Therapeutics, Inc.SRPT364$27K
CP Crinetics Pharmaceuticals IncCRNX340$5K
Five9, Inc.FIVN336$18K
Grand Canyon Education, Inc.LOPE304$30K
Q2 Holdings, Inc.QTWO264$21K
White Mountains Insurance Group, Ltd.WTM220$238K
AppFolio Inc.APPF192$18K
GoDaddy Inc.GDDY192$13K
DXP Enterprises, Inc.DXPE192$7K
Armstrong World Industries, Inc.AWI176$17K
SAP SESAP168$20K
NVR, Inc.NVR136$505K
Datadog, Inc.DDOG80$3K
Elbit Systems Ltd.ESLT32$5K