Bluefin Trading, LLC 13F 持仓 · 最近申报 2020年Q2
Bluefin Trading 在 2020年Q2（报告期截至 2020-06-30）的 SEC 13F 申报中报告了 184 只证券，申报市值合计 11.87 亿美元。前几大持仓：CCI-PA（8.47%）、NKLAW（8.44%）、WDAY（7.92%）。本季前 25 大持仓中：新建仓 11 只、增持 6 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CCI-PA | CROWN CASTLE INTL CORP NEW | $100.6M | 8.47% | 67,715 | 新建仓 |
| 2 | NKLAW | NIKOLA CORP | $100.2M | 8.44% | 3.0M | 新建仓 |
| 3 | WDAY | WORKDAY INC | $94.0M | 7.92% | 0 | 新建仓 |
| 4 | NVLS1 | NOVELLUS SYS INC | $84.7M | 7.13% | 0 | 增持 |
| 5 | RNG | RINGCENTRAL INC | $76.5M | 6.45% | 0 | 新建仓 |
| 6 | SPY | SPDR S&P 500 ETF TR | $73.6M | 6.20% | 1.1M | 减持 |
| 7 | NOW | SERVICENOW INC | $52.4M | 4.41% | 0 | 新建仓 |
| 8 | BABA | ALIBABA GROUP HLDG LTD | $49.6M | 4.18% | 659,785 | 增持 |
| 9 | TSLA | TESLA INC | $38.1M | 3.21% | 80,217 | 减持 |
| 10 | BAC | BK OF AMERICA CORP | $35.3M | 2.98% | 5.8M | 增持 |
| 11 | SE | SEA LTD | $32.9M | 2.77% | 370,561 | 减持 |
| 12 | ELV | WELLPOINT INC | $22.8M | 1.92% | 0 | 新建仓 |
| 13 | NKLAQ | NIKOLA CORP | $22.6M | 1.91% | 2.1M | 新建仓 |
| 14 | MSFT | MICROSOFT CORP | $20.7M | 1.75% | 534,432 | 增持 |
| 15 | W | WAYFAIR INC | $16.8M | 1.41% | 161,100 | 新建仓 |
| 16 | HORIZON PHARMA INVT LTD | $15.9M | 1.34% | 0 | 新建仓 | |
| 17 | PDD | PINDUODUO INC | $13.8M | 1.17% | 492,209 | 减持 |
| 18 | DXCM | DEXCOM INC | $12.7M | 1.07% | 0 | 新建仓 |
| 19 | QTS-PB | QTS RLTY TR INC | $12.0M | 1.01% | 84,300 | 减持 |
| 20 | IPHI | INPHI CORP | $11.6M | 0.98% | 0 | 新建仓 |
| 21 | WFC | WELLS FARGO CO NEW | $10.8M | 0.91% | 1.3M | 增持 |
| 22 | MU | MICRON TECHNOLOGY INC | $10.3M | 0.87% | 507,560 | 减持 |
| 23 | AAPL | APPLE INC | $10.0M | 0.84% | 58,403 | 减持 |
| 24 | XLE | SELECT SECTOR SPDR TR | $9.2M | 0.78% | 1.4M | 增持 |
| 25 | NAV | NAVISTAR INTL CORP NEW | $8.4M | 0.71% | 299,487 | 减持 |
来源：SEC 13F 申报文件 · 截至 2020-06-30
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