Bares Capital Management Holdings Activity

Bares Capital Management Portfolio 13F

Bares Capital Management has disclosed a total of 22 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 3, decreased the number of shares of 8 and completely sold out 11 position(s).

What stocks is Bares Capital Management buying now?

In the recent quarter Bares Capital Management has purchased 3 securities: (VEEV) VEEVA SYSTEMS INC-CLASS A (added shares +6.89%), (ALGN) ALIGN TECHNOLOGY INC (added shares +1.43%) and (CSGP) COSTAR GROUP INC (added shares +0.11%).

What does Bares Capital Management invest in?

Bares Capital Management's top 5 holdings (by % of portfolio) are (PEGA) PEGASYSTEMS INC (19.84%), (SQ) SQUARE INC - A (19.8%), (IBKR) INTERACTIVE BROKERS GRO-CL A (15.13%), (WDAY) WORKDAY INC-CLASS A (14.48%) and (ALGN) ALIGN TECHNOLOGY INC (9.63%).

In the latest report(s) the following changes have been made to the top investments: (PEGA) PEGASYSTEMS INC (reduced shares -10.94%), (SQ) SQUARE INC - A (reduced shares -12.35%), (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -14.77%), (WDAY) WORKDAY INC-CLASS A (reduced shares -4.38%) and (ALGN) ALIGN TECHNOLOGY INC (added shares +1.43%).

2024 Q4 (22 results)
VEEV
+6.89%
+8,400
+0.16%
$210.25
11.40% $234.21
2.46%
ALGN
+1.43%
+7,237
+0.14%
$208.51
23.64% $159.21
9.63%
CSGP
+0.11%
+738
+0.00%
$71.59
10.78% $79.31
4.18%
W
-1.54%
-15,173
-0.06%
$44.32
23.62% $33.85
3.86%
ETSY
-1.59%
-30,474
-0.15%
$52.89
11.72% $46.69
9.01%
WDAY
-4.38%
-28,547
-0.66%
$258.03
7.57% $238.49
14.48%
PEGA
-10.94%
-290,403
-2.44%
$93.20
25.41% $69.52
19.84%
SQ
-12.35%
-364,618
-2.79%
$84.99
1.80% $83.46
19.80%
IBKR
-14.77%
-164,877
-2.62%
$176.67
6.76% $164.72
15.13%
TWLO
-25.73%
-55,090
-0.54%
$108.08
8.42% $98.98
1.55%
DESP
-95.64%
-558,004
-0.97%
$19.25
3.84% $18.51
0.04%
CMPR
-100.00%
-5,031
-0.04%
$81.92
44.84% $45.19
0.00%
WOW
-100.00%
-80,729
-0.04%
$5.25
5.52% $4.96
0.00%
PD
-100.00%
-13,709
-0.02%
$18.55
1.19% $18.77
0.00%
ESI
-100.00%
-16,389
-0.04%
$27.16
15.61% $22.92
0.00%
ALRM
-100.00%
-12,998
-0.06%
$54.67
2.09% $55.81
0.00%
XPEL
-100.00%
-15,070
-0.06%
$43.37
28.80% $30.88
0.00%
PZZA
-100.00%
-6,747
-0.03%
$53.87
26.04% $39.84
0.00%
FC
-100.00%
-12,061
-0.04%
$41.13
31.85% $28.03
0.00%
ATRO
-100.00%
-24,851
-0.04%
$19.48
26.64% $24.67
0.00%
TFIN
-100.00%
-4,759
-0.03%
$79.54
26.07% $58.80
0.00%
IIIV
-100.00%
-15,655
-0.03%
$21.31
15.39% $24.59
0.00%
22 of 1,321

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.