Stock Taper

RED CEDAR MANAGEMENT, LP

Latest 13F filing data - Q1 2020

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amazon.com, Inc.AMZN2.25K$4.39M
McDonald's CorporationMCD10K$1.65M
The TJX Companies, Inc.TJX12K$574K
Meta Platforms, Inc.META13.5K$2.25M
The Home Depot, Inc.HD14K$2.61M
WEX Inc.WEX17.5K$1.83M
SEI Investments CompanySEIC20.6K$955K
Darden Restaurants, Inc.DRI24K$1.31M
American Express CompanyAXP27K$2.31M
QUALCOMM IncorporatedQCOM30K$2.03M
Vulcan Materials CompanyVMC33K$3.57M
Morgan StanleyMS60K$2.04M
Alarm.com Holdings, Inc.ALRM60K$2.33M
The Charles Schwab CorporationSCHW65K$2.19M
Trip.com Group LimitedTCOM70K$1.64M
EC ECHOSTAR CORP-ASATS252.24K$8.06M
QuinStreet, Inc.QNST1M$8.05M