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)

#StockSharesValue% PortfolioType
1
IASINTEGRAL AD SCIENCE HLDNG CO
6,969,607$69K0.00%
2
DNBDUN & BRADSTREET HLDGS INC
6,839,450$68K0.00%
3
PFGCPERFORMANCE FOOD GROUP CO
846,373$63K0.00%
4
OPLNOPENLANE INC
2,949,753$51K0.00%
5
CA8ACACI INTL INC
135,960$51K0.00%
6
SSNCSS&C TECHNOLOGIES HLDGS INC
750,338$48K0.00%
7
RPAYREPAY HLDGS CORP
4,225,689$46K0.00%
8
NABLN-ABLE INC
3,243,133$42K0.00%
9
BOXBOX INC
1,501,843$42K0.00%
10
WTWWILLIS TOWERS WATSON PLC LTD
144,435$39K0.00%
11
AMPLAMPLITUDE INC
3,327,585$36K0.00%
12
FAFIRST ADVANTAGE CORP NEW
2,266,390$36K0.00%
13
EVTCEVERTEC INC
879,617$35K0.00%
14
FISFIDELITY NATL INFORMATION SV
442,049$32K0.00%
15
FISVFISERV INC
187,527$29K0.00%
16
CARGCARGURUS INC
1,066,934$24K0.00%
17
PAYCPAYCOM SOFTWARE INC
92,806$18K0.00%
18
DGDOLLAR GEN CORP NEW
107,387$16K0.00%
19
ENVUSDENVESTNET INC
166,622$9K0.00%
20
ZUOUSDZUORA INC
173,569$1K0.00%