black-and-white Capital LP 13F 持仓 · 最近申报 2021年Q2
black-and-white Capital 在 2021年Q2（报告期截至 2021-06-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 9.67 亿美元。前几大持仓：AMZN（29.09%）、SPY（8.85%）、QQQ（7.33%）。本季前 25 大持仓中：新建仓 5 只、增持 6 只、减持 11 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $281.4M | 29.09% | 81,790 | 增持 |
| 2 | SPY | SPDR S&P 500 ETF TR | $85.6M | 8.85% | 200,000 | 减持 |
| 3 | QQQ | INVESCO QQQ TR | $70.9M | 7.33% | 200,000 | 减持 |
| 4 | MTCH | MATCH GROUP INC NEW | $67.7M | 7.00% | 419,800 | 减持 |
| 5 | BKNG | BOOKING HOLDINGS INC | $61.2M | 6.33% | 27,970 | 减持 |
| 6 | WIX | WIX COM LTD | $52.0M | 5.37% | 179,100 | 减持 |
| 7 | WDC | WESTERN DIGITAL CORP. | $45.9M | 4.75% | 645,000 | 减持 |
| 8 | RH | RH | $45.2M | 4.67% | 66,600 | 增持 |
| 9 | RNG | RINGCENTRAL INC | $42.1M | 4.35% | 144,800 | 增持 |
| 10 | META | FACEBOOK INC | $28.9M | 2.99% | 83,100 | 减持 |
| 11 | AVLR | AVALARA INC | $28.5M | 2.94% | 176,000 | 增持 |
| 12 | ESTC | ELASTIC N V | $26.0M | 2.69% | 178,500 | 减持 |
| 13 | BRSL | INTERNATIONAL GAME TECHNOLOG | $24.2M | 2.50% | 1.0M | 增持 |
| 14 | ZM | ZOOM VIDEO COMMUNICATIONS IN | $18.7M | 1.93% | 48,200 | 减持 |
| 15 | DASH | DOORDASH INC | $14.0M | 1.45% | 78,600 | 新建仓 |
| 16 | KLIC | KULICKE & SOFFA INDS INC | $13.2M | 1.37% | 215,800 | 持平 |
| 17 | TWLO | TWILIO INC | $12.5M | 1.30% | 31,800 | 减持 |
| 18 | RMBS | RAMBUS INC DEL | $10.5M | 1.09% | 442,800 | 增持 |
| 19 | EVRI | EVERI HLDGS INC | $9.5M | 0.98% | 380,000 | 新建仓 |
| 20 | LYFT | LYFT INC | $8.9M | 0.92% | 146,700 | 新建仓 |
| 21 | CHWY | CHEWY INC | $8.8M | 0.91% | 110,300 | 新建仓 |
| 22 | CRTO | CRITEO S A | $7.8M | 0.81% | 172,813 | 新建仓 |
| 23 | NGMS | NEOGAMES S A | $3.9M | 0.41% | 63,800 | 减持 |
| 24 | AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | 清仓 |
| 25 | DIS | DISNEY WALT CO | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2021-06-30
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