Arrowgrass Capital Partners (US) LP 13F 持仓 · 最近申报 2019年Q4
Arrowgrass Capital Partners (US) 在 2019年Q4（报告期截至 2019-12-31）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 3.80 亿美元。前几大持仓：GOOG（18.29%）、V（9.49%）、MU（6.51%）。本季前 25 大持仓中：增持 4 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $69.5M | 18.29% | 52,000 | 减持 |
| 2 | V | VISA INC | $36.1M | 9.49% | 192,000 | 减持 |
| 3 | MU | MICRON TECHNOLOGY INC | $24.7M | 6.51% | 460,000 | 持平 |
| 4 | META | FACEBOOK INC | $20.5M | 5.40% | 100,000 | 持平 |
| 5 | PFE | PFIZER INC | $17.3M | 4.56% | 441,992 | 增持 |
| 6 | HAL | HALLIBURTON CO | $16.3M | 4.28% | 664,499 | 增持 |
| 7 | ABBV | ABBVIE INC | $14.7M | 3.87% | 165,970 | 减持 |
| 8 | AMAT | APPLIED MATLS INC | $12.2M | 3.21% | 200,000 | 减持 |
| 9 | BX | BLACKSTONE GROUP INC | $11.6M | 3.06% | 208,140 | 减持 |
| 10 | PYPL | PAYPAL HLDGS INC | $11.5M | 3.01% | 105,872 | 减持 |
| 11 | MRK | MERCK & CO INC | $9.1M | 2.39% | 100,000 | 减持 |
| 12 | GM | GENERAL MTRS CO | $8.8M | 2.31% | 239,873 | 增持 |
| 13 | LLY | LILLY ELI & CO | $8.6M | 2.26% | 65,389 | 减持 |
| 14 | AAL | AMERICAN AIRLS GROUP INC | $8.4M | 2.22% | 294,254 | 减持 |
| 15 | GIS | GENERAL MLS INC | $8.4M | 2.22% | 157,551 | 增持 |
| 16 | NFLX | NETFLIX INC | $8.1M | 2.13% | 25,000 | 持平 |
| 17 | MSFT | MICROSOFT CORP | $7.9M | 2.07% | 50,000 | 减持 |
| 18 | SLB | SCHLUMBERGER LTD | $7.6M | 2.01% | 190,200 | 减持 |
| 19 | BIDU | BAIDU INC | $7.6M | 2.00% | 60,000 | 减持 |
| 20 | ALXN | ALEXION PHARMACEUTICALS INC | $7.3M | 1.92% | 67,461 | 减持 |
| 21 | WYNN | WYNN RESORTS LTD | $7.2M | 1.90% | 52,135 | 减持 |
| 22 | LOW | LOWES COS INC | $6.1M | 1.61% | 51,045 | 减持 |
| 23 | DUK | DUKE ENERGY CORP NEW | $5.7M | 1.49% | 62,251 | 减持 |
| 24 | T | AT&T INC | $5.2M | 1.36% | 132,552 | 减持 |
| 25 | BLK | BLACKROCK INC | $5.0M | 1.32% | 10,000 | 减持 |
来源：SEC 13F 申报文件 · 截至 2019-12-31
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