Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 13
- +1 vs. Q1 2023
- Portfolio value
- $1.64B
- +$123.9M (+8.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WDAYWorkday, Inc. | CL A | 1,119,150 | $252.8M | 15.4% | 00.0% | Unchanged | History |
| ATRAptargroup, Inc. | Stock | 1,651,500 | $191.3M | 11.7% | 00.0% | Unchanged | History |
| NICENICE Ltd. | SPONSORED ADR | 926,250 | $191.3M | 11.7% | −55,000−5.6% | Reduced | History |
| MAMastercard Inc | Stock | 457,157 | $179.8M | 11.0% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 1,164,800 | $146.9M | 9.0% | 00.0% | Unchanged | History |
| PTCPTC Inc. | Stock | 833,800 | $118.6M | 7.2% | +100,000+13.6% | Added | History |
| FIVEFive Below, Inc | COM | 602,200 | $118.4M | 7.2% | −42,500−6.6% | Reduced | History |
| INTUIntuit Inc. | Stock | 230,000 | $105.4M | 6.4% | +60,000+35.3% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 1,819,700 | $99.5M | 6.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 325,000 | $86.3M | 5.3% | +325,000 | New | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 6,218,500 | $71.9M | 4.4% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 446,003 | $64.0M | 3.9% | +140,000+45.8% | Added | History |
| BLBlackline, Inc. | COM | 285,000 | $15.3M | 0.9% | +285,000 | New | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.