Sunriver Management LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$765.2B
Holdings
20
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IASINTEGRAL AD SCIENCE HLDNG CO | 6,969,607 | $69.5B | 9.08% | |
| 2 | DNBDUN & BRADSTREET HLDGS INC | 6,839,450 | $68.7B | 8.97% | |
| 3 | PFGCPERFORMANCE FOOD GROUP CO | 846,373 | $63.2B | 8.26% | |
| 4 | CA8ACACI INTL INC | 135,960 | $51.5B | 6.73% | |
| 5 | OPLNOPENLANE INC | 2,949,753 | $51.0B | 6.67% | |
| 6 | SSNCSS&C TECHNOLOGIES HLDGS INC | 750,338 | $48.3B | 6.31% | |
| 7 | RPAYREPAY HLDGS CORP | 4,225,689 | $46.5B | 6.07% | |
| 8 | BOXBOX INC | 1,501,843 | $42.5B | 5.56% | |
| 9 | NABLN-ABLE INC | 3,243,133 | $42.4B | 5.54% | |
| 10 | WTWWILLIS TOWERS WATSON PLC LTD | 144,435 | $39.7B | 5.19% | |
| 11 | FAFIRST ADVANTAGE CORP NEW | 2,266,390 | $36.8B | 4.80% | |
| 12 | AMPLAMPLITUDE INC | 3,327,585 | $36.2B | 4.73% | |
| 13 | EVTCEVERTEC INC | 879,617 | $35.1B | 4.59% | |
| 14 | FISFIDELITY NATL INFORMATION SV | 442,049 | $32.8B | 4.29% | |
| 15 | FISVFISERV INC | 187,527 | $30.0B | 3.92% | |
| 16 | CARGCARGURUS INC | 1,066,934 | $24.6B | 3.22% | |
| 17 | PAYCPAYCOM SOFTWARE INC | 92,806 | $18.5B | 2.41% | |
| 18 | DGDOLLAR GEN CORP NEW | 107,387 | $16.8B | 2.19% | |
| 19 | ENVUSDENVESTNET INC | 166,622 | $9.6B | 1.26% | |
| 20 | ZUOUSDZUORA INC | 173,569 | $1.6B | 0.21% |