13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000919574-23-003213
Total Value
$1.52B
Positions
12
Other Managers
1
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WORKDAY INC | WDAY | 1,119,150 | $231.1M | 15.23% |
| 2 | NICE LTD | NCSYF | 981,250 | $224.6M | 14.80% |
| 3 | APTARGROUP INC | ATR | 1,651,500 | $195.2M | 12.86% |
| 4 | MASTERCARD INCORPORATED | MA | 457,157 | $166.1M | 10.95% |
| 5 | FIVE BELOW INC | FIVE | 644,700 | $132.8M | 8.75% |
| 6 | FISERV INC | FISV | 1,164,800 | $131.7M | 8.67% |
| 7 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,819,700 | $98.9M | 6.51% |
| 8 | PTC INC | PTC | 733,800 | $94.1M | 6.20% |
| 9 | INTUIT | INTU | 170,000 | $75.8M | 4.99% |
| 10 | DUN & BRADSTREET HLDGS INC | 26484T106 | 6,218,500 | $73.0M | 4.81% |
| 11 | FAIR ISAAC CORP | FICO | 72,000 | $50.6M | 3.33% |
| 12 | DOLLAR TREE INC | DLTR | 306,003 | $43.9M | 2.89% |