Blueport Capital, L.P. 13F 持仓 · 最近申报 2018年Q4
Blueport Capital 在 2018年Q4(报告期截至 2018-12-31)的 SEC 13F 申报中报告了 12 只证券,申报市值合计 580.50 万美元。前几大持仓:CMCSA(17.66%)、RJF(13.26%)、CVNA(11.90%)。本季前 25 大持仓中:增持 3 只、减持 9 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CMCSA | COMCAST CORP NEW | $1.0M | 17.66% | 30,099 | 减持 |
| 2 | RJF | RAYMOND JAMES FINANCIAL INC | $770,000 | 13.26% | 10,348 | 增持 |
| 3 | CVNA | CARVANA CO | $691,000 | 11.90% | 21,113 | 减持 |
| 4 | GOOGL | ALPHABET INC | $664,000 | 11.44% | 635 | 增持 |
| 5 | BKNG | BOOKING HLDGS INC | $599,000 | 10.32% | 348 | 增持 |
| 6 | BAC | BANK AMER CORP | $522,000 | 8.99% | 21,190 | 减持 |
| 7 | WFC | WELLS FARGO CO NEW | $508,000 | 8.75% | 11,030 | 减持 |
| 8 | MB | MINDBODY INC | $271,000 | 4.67% | 7,437 | 减持 |
| 9 | ENV | ENVESTNET INC | $243,000 | 4.19% | 4,948 | 减持 |
| 10 | COF | CAPITAL ONE FINL CORP | $230,000 | 3.96% | 3,045 | 减持 |
| 11 | STG | SUNLANDS ONLINE ED GROUP | $142,000 | 2.45% | 46,632 | 减持 |
| 12 | C | CITIGROUP INC | $140,000 | 2.41% | 2,680 | 减持 |
| 13 | FTCHQ | FARFETCH LTD | $0 | 0.00% | 0 | 清仓 |
| 14 | META | FACEBOOK INC | $0 | 0.00% | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2018-12-31
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