Shellback Capital, LP

CIK
1591744
City
BOSTON
State / Country
MA

Top Portfolio Positions

79 positions · $702,629,036 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
TPR
Tapestry, Inc.
Consumer Cyclical
271,500 $38,311,365 5.45%
ROST
Ross Stores, Inc.
Consumer Cyclical
171,500 $37,152,045 5.29%
ZBRA
Zebra Technologies Corp
Technology
174,412 $36,466,060 5.19%
RL
Ralph Lauren Corp
Consumer Cyclical
90,501 $31,131,438 4.43%
VIK
Viking Holdings Ltd
Consumer Cyclical
375,000 $27,555,000 3.92%
HLT
Hilton Worldwide Holdings Inc.
Consumer Cyclical
90,000 $27,367,200 3.89%
AS
Amer Sports, Inc.
Consumer Cyclical
830,000 $27,323,600 3.89%
COHR
Coherent Corp.
Technology
87,209 $20,774,055 2.96%
SN
SharkNinja, Inc.
Consumer Cyclical
195,000 $20,650,500 2.94%
AMD
Advanced Micro Devices Inc
Technology
100,000 $20,343,000 2.90%

Portfolio Trend

25 quarters · across all stocks

Holdings in BOOT

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Shares Held

Position Value (USD)

17 of 17 shown
Report Date Value (USD) Shares
2026-03-31 $7,789,279 53,220
2025-12-31 $15,052,891 85,300
2025-09-30 $23,366,520 141,000
2025-06-30 $14,288,000 94,000
2025-03-31 $15,856,668 147,600
2024-12-31 $16,745,746 110,300
2024-09-30 $8,246,904 49,300
2023-06-30 $6,775,200 80,000
2023-03-31 $10,292,752 134,300
2022-09-30 $2,338,400 40,000
2022-06-30 $6,387,957 92,700
2022-03-31 $16,265,964 171,600
2021-12-31 $17,300,830 140,600
2021-09-30 $12,086,320 136,000
2021-06-30 $9,245,500 110,000
2021-03-31 $4,619,227 74,133
2020-03-31 $2,480,090 191,809