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Harbor Spring Capital, LLC

SEC CIK
0001635409
Latest filing
Aug 21, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
18
0 vs. Q2 2022
Portfolio value
$323.8M
−$59.7M (−15.6%) vs. Q2 2022
Filed
Nov 10, 2022
SEC
Holdings of Harbor Spring Capital, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock340,000$38.4M11.9%−24,000−6.6%ReducedHistory
SSNCSS&C Technologies Holdings IncCOM669,372$32.0M9.9%+18,254+2.8%AddedHistory
MSFTMicrosoft CorpStock102,000$23.8M7.3%−8,100−7.4%ReducedHistory
MTCHMatch Group, Inc.COM497,200$23.7M7.3%+198,200+66.3%AddedHistory
DELLDell Technologies Inc.Stock662,321$22.6M7.0%+30,321+4.8%AddedHistory
CICigna GroupStock67,100$18.6M5.8%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock124,000$17.8M5.5%+14,000+12.7%AddedHistory
ENVEnvestnet, Inc.COM385,000$17.1M5.3%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock44,000$16.6M5.1%−5,200−10.6%ReducedHistory
FYBRFrontier Communications Parent, Inc.COM680,136$15.9M4.9%00.0%UnchangedHistory
Chindata Group Hldgs Ltd16955F107ADS1,834,000$14.8M4.6%+360,086+24.4%Added–
RADIRadius Global Infrastructure, Inc.COM CL A1,391,951$13.1M4.0%−400,164−22.3%ReducedHistory
THCTenet Healthcare CorpCOM NEW253,501$13.1M4.0%+253,501NewHistory
CRWDCrowdStrike Holdings, Inc.Stock79,000$13.0M4.0%−35,000−30.7%ReducedHistory
VNETVNET Group, Inc.SPONSORED ADS A2,242,444$12.3M3.8%+135,207+6.4%AddedHistory
TWLOTwilio IncCL A167,918$11.6M3.6%−32,082−16.0%ReducedHistory
ZZillow Group, Inc.CL C CAP STK387,000$11.1M3.4%00.0%UnchangedHistory
TALKTalkspace, Inc.COM7,884,141$8.12M2.5%−100,000−1.3%ReducedHistory

Sold out since Q2 2022 (1)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Harbor Spring Capital, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
BKNGBooking Holdings Inc.Stock11,300$19.8M5.2%History