ASHFORD CAPITAL MANAGEMENT INC Q2 2017 Filing

Filed August 21, 2017

Portfolio Value

$572.7M

Holdings

104

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (104 positions)

StockValue
SUPNSUPERNUS PHARMACEUTICALS INC.
$32.6M
VICRVICOR CORP
$32.3M
CHGGCHEGG INC.
$28.5M
EBIXEUREBIX INC.
$26.8M
CASHMETA FINANCIAL GROUP INC
$25.3M
LOGMEURLOGMEIN, INC
$21.8M
SIVBEURSVB FINANCIAL GROUP
$18.2M
VSATVIASAT INC.
$17.8M
STAMPS.COM INC.
$16.1M
LGNDLIGAND PHARMACEUTICALS - CL B
$16.1M
MKTXMARKETAXESS HOLDINGS INC
$15.7M
CPRTCOPART INC
$14.7M
MEDIDATA SOLUTIONS INC
$13.7M
CVCOCAVCO INDUSTRIES, INC.
$13.0M
INCYINCYTE CORP
$12.8M
TTDTHE TRADE DESK - CLASS A
$12.5M
LFUSLITTELFUSE INC
$11.9M
MPAAMOTORCAR PARTS OF AMERICA, INC.
$11.3M
MEDICINES COMPANY
$10.8M
SHOPSHOPIFY, INC. - CLASS A
$10.3M
NEWREURNEW RELIC, INC.
$10.3M
AGXARGAN INC.
$9.8M
ENVUSDENVESTNET INC
$9.5M
TYLTYLER TECHNOLOGIES, INC
$9.3M
XPERI CORP.
$9.1M
CSGPCOSTAR GROUP INC
$9.1M
IHS MARKIT LTD
$9.0M
FINANCIAL ENGINES, INC
$8.8M
FNVFRANCO-NEVADA CORP
$7.9M
STATE NATIONAL COMPANIES, INC.
$7.7M
NVEEUSDNV5 GLOBAL, INC.
$7.7M
EFAISHARES MSCI EAFE INDEX FUND
$6.7M
USIGISHARES CORE US CREDIT BOND
$6.4M
BRK-BBERKSHIRE HATHAWAY A
$5.6M
AXONAXON ENTERPRISE, INC.
$5.5M
REMARK HOLDINGS, INC.
$5.0M
POWERSHARES QQQ NASDAQ 100
$4.8M
BROOKFIELD GLOBAL LISTED INFRASTRUCTURE INCOME FUN
$4.7M
UNPUNION PACIFIC CORP
$4.6M
VTIVANGUARD TOTAL STOCK MARKET ETF
$3.5M
ITA*ISHARES U.S. AEROSPACE & DEFENCE ETF
$3.2M
DJCODAILY JOURNAL CORP
$3.1M
XOMEXXON MOBIL CORP
$3.1M
POWERSHARES S&P SMALL CAP LOW VOLATILITY PORTFOLIO
$3.1M
HACKUSDPUREFUNDS ISE CYBER SECURITY ETF
$3.0M
FEZSPDR EURO STOXX 50 FUND
$3.0M
EQIXEQUINIX INC
$2.3M
BTZBLACKROCK CREDIT ALLOCATION INCOME TRUST FUND
$2.2M
SPECTRUM PHARMA. INC. SDCV 2.75 DUE 12/15/18
$2.1M
AGGISHARES CORE U.S. AGGREGATE BOND FUND
$1.9M
CLBCORE LABORATORIES NV
$1.9M
ROPROPER TECHNOLOGIES, INC
$1.8M
EEMVISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY E
$1.7M
MANAGED DURATION INV GRADE
$1.7M
GBABGUGGENHEIM TAXABLE MUNICIPAL MANAGED DURATION TRUS
$1.6M
AMZNAMAZON
$1.5M
EFGISHARES TR MSCI EAFE GROWTH INDEX FD
$1.4M
HCSGHEALTHCARE SERVICES GROUP
$1.3M
METAFACEBOOK INC - A
$1.3M
MSFTMICROSOFT CORPORATION
$1.3M
BCPCBALCHEM CORP
$1.2M
BERKSHIRE HATHAWAY B
$1.2M
ADBEADOBE SYSTEMS
$1.2M
ALPHABET INC - CL C
$1.1M
AFWALIGN TECHNOLOGY INC.
$1.0M
KOCOCA-COLA CO
$992K
NSCNORFOLK SOUTHERN CORP
$837K
YTRAYATRA ONLINE INC
$803K
PEPPEPSICO INC
$750K
CELGCELGENE CORPORATION
$714K
ULTAULTA SALON COSMETICS AND FRAGRANCE, INC.
$698K
MOALTRIA GROUP INC
$649K
PPGPPG INDUSTRIES INC
$628K
UDRUDR INC.
$614K
EXPDEXPEDITORS INTL
$548K
SYYSYSCO CORPORATION
$500K
MDLZMONDELEZ INTERNATIONAL INC.
$496K
MLB1MERCADO LIBRE
$484K
DU PONT (E.I.) DE NEMOURS
$457K
WISCONSIN ENERGY CORP
$449K
EFVISHARES MSCI EAFE VALUE ETF
$440K
MMM3M CO
$432K
JNJJOHNSON & JOHNSON
$430K
GOOGLALPHABET INC. CLASS A
$428K
NATUS MEDICAL INC.
$425K
DHRDANAHER CORPORATION
$417K
KMIKINDER MORGAN HOLDCO LLC
$412K
BMYBRISTOL-MYERS SQUIBB CO
$368K
CANTEL MEDICAL CORP
$347K
IRBTQIROBOT CORPORATION
$334K
TAT&T
$331K
BACVERIZON COMMUNICATIONS INC
$318K
MRKMERCK & CO
$314K
CVXCHEVRON CORPORATION
$313K
ILMNILLUMINA INC
$278K
GLWCORNING INC
$270K
GISGENERAL MILLS INC
$264K
AMSWAUSDAMERICAN SOFTWARE INC.
$257K
APCANADARKO PETROLEUM CORPORATION
$230K
GEGENERAL ELECTRIC COMPANY
$227K
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