Anglepoint Asset Management, Ltd. 13F 持仓 · 最近申报 2021年Q1
Anglepoint Asset Management 在 2021年Q1（报告期截至 2021-03-31）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 12.83 亿美元。前几大持仓：DASH（11.07%）、XP（8.09%）、TAL（7.39%）。本季前 25 大持仓中：新建仓 5 只、增持 3 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DASH | DOORDASH INC | $142.0M | 11.07% | 1.1M | 增持 |
| 2 | XP | XP INC | $103.8M | 8.09% | 2.8M | 增持 |
| 3 | TAL | TAL EDUCATION GROUP | $94.9M | 7.39% | 1.8M | 减持 |
| 4 | PYPL | PAYPAL HLDGS INC | $73.9M | 5.75% | 304,133 | 减持 |
| 5 | LOGC | CONTEXTLOGIC INC | $66.2M | 5.16% | 4.2M | 增持 |
| 6 | MDB | MONGODB INC | $54.9M | 4.28% | 205,327 | 减持 |
| 7 | APPN | APPIAN CORP | $54.1M | 4.21% | 406,579 | 减持 |
| 8 | BIDU | BAIDU INC | $50.5M | 3.93% | 232,100 | 减持 |
| 9 | FUTU | FUTU HLDGS LTD | $49.8M | 3.88% | 313,312 | 减持 |
| 10 | PDD | PINDUODUO INC | $47.1M | 3.67% | 351,885 | 减持 |
| 11 | ASAN | ASANA INC | $46.3M | 3.61% | 1.6M | 新建仓 |
| 12 | META | FACEBOOK INC | $44.8M | 3.49% | 152,044 | 减持 |
| 13 | JD | JD.COM INC | $42.6M | 3.32% | 505,016 | 新建仓 |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $41.9M | 3.27% | 534,192 | 减持 |
| 15 | ZTO | ZTO EXPRESS CAYMAN INC | $40.8M | 3.18% | 1.4M | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $40.5M | 3.15% | 75,800 | 减持 |
| 17 | ZEN | ZENDESK INC | $33.2M | 2.59% | 250,699 | 减持 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $31.1M | 2.42% | 262,600 | 减持 |
| 19 | SNAP | SNAP INC | $30.5M | 2.37% | 582,700 | 新建仓 |
| 20 | BILL | BILL COM HLDGS INC | $28.6M | 2.23% | 196,354 | 减持 |
| 21 | CRM | SALESFORCE COM INC | $27.4M | 2.14% | 129,400 | 减持 |
| 22 | UBER | UBER TECHNOLOGIES INC | $26.2M | 2.04% | 480,144 | 减持 |
| 23 | COUP | COUPA SOFTWARE INC | $24.5M | 1.91% | 96,120 | 减持 |
| 24 | IQ | IQIYI INC | $22.5M | 1.75% | 1.4M | 新建仓 |
| 25 | AFRM | AFFIRM HLDGS INC | $18.5M | 1.44% | 261,274 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2021-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR