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Bennett Lawrence Management L L C 13F 持仓 · 最近申报 2015年Q4

Bennett Lawrence Management L L C 在 2015年Q4(报告期截至 2015-12-31)的 SEC 13F 申报中报告了 90 只证券,申报市值合计 3.09 亿美元。前几大持仓:NOW(3.57%)、RCL(3.21%)、WAL(3.01%)。本季前 25 大持仓中:新建仓 2 只、增持 6 只、减持 17 只。

排名代码公司市值占组合股数变动
1NOWServiceNow, Inc.$11.0M3.57%127,382减持
2RCLRoyal Caribbean Cruises Ltd.$9.9M3.21%97,746减持
3WALWestern Alliance Bancorp$9.3M3.01%258,572减持
4ULTAUlta Salon, Cosmetics & Fragra$9.3M3.00%50,005减持
5ANETArista Networks Inc.$9.2M2.98%118,080增持
6GOOGLAlphabet Inc.$9.1M2.96%11,747新建仓
7CAVMCavium Inc.$9.1M2.95%138,322减持
8URIUnited Rentals, Inc.$8.7M2.81%119,470新建仓
9METAFacebook Inc.$8.0M2.60%76,711减持
10DLTRDollar Tree Inc.$7.9M2.57%102,632减持
11SPLKSplunk, Inc.$7.8M2.52%132,037减持
12NCLHNorwegian Cruise Line Holdings$7.7M2.50%131,555减持
13ORLYO' Reilly Automotive, Inc.$7.1M2.30%28,004增持
14REGNRegeneron Pharmaceuticals, Inc$6.8M2.20%12,495减持
15FANGDiamondback Energy Inc$6.3M2.04%94,061减持
16TXRHTexas Roadhouse, Inc.$6.2M2.01%173,771减持
17JACKJack in the Box, Inc.$6.1M1.99%80,110增持
18WWAVWhiteWave Foods Company$6.1M1.96%155,595减持
19LENLennar Corporation$5.7M1.86%117,021减持
20VRTXVertex Pharmaceuticals Inc.$5.6M1.81%44,380增持
21NXPINXP Semiconductors NV$5.4M1.74%63,642减持
22ABCBAmeris Bancorp$5.3M1.71%154,930增持
23MBBYFMobileye NV$5.0M1.61%117,155增持
24QLIKQLIK Technologies Inc.$4.9M1.59%155,425减持
25LADLithia Motors, Inc.$4.7M1.51%43,617减持

来源:SEC 13F 申报文件 · 截至 2015-12-31

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