Boulder Hill Capital Management LP 13F 持仓 · 最近申报 2024年Q3
Boulder Hill Capital Management 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 46 只证券，申报市值合计 4,791.14 万美元。前几大持仓：EBAY（3.68%）、MSFT（3.63%）、RH（3.63%）。本季前 25 大持仓中：新建仓 18 只、增持 1 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EBAY | EBAY INC. | $1.8M | 3.68% | 27,100 | 新建仓 |
| 2 | MSFT | MICROSOFT CORP | $1.7M | 3.63% | 4,040 | 减持 |
| 3 | RH | RH | $1.7M | 3.63% | 39,260 | 新建仓 |
| 4 | ADBE | ADOBE INC | $1.7M | 3.62% | 3,350 | 减持 |
| 5 | LYV | LIVE NATION ENTERTAINMENT IN | $1.6M | 3.38% | 14,800 | 减持 |
| 6 | HD | HOME DEPOT INC | $1.6M | 3.29% | 3,890 | 新建仓 |
| 7 | LOW | LOWES COS INC | $1.6M | 3.29% | 5,820 | 新建仓 |
| 8 | TSCO | TRACTOR SUPPLY CO | $1.6M | 3.29% | 5,420 | 新建仓 |
| 9 | ODP | THE ODP CORP | $1.6M | 3.27% | 1,360 | 减持 |
| 10 | VSXY | VICTORIAS SECRET AND CO | $1.6M | 3.26% | 10,080 | 新建仓 |
| 11 | WSM | WILLIAMS SONOMA INC | $1.5M | 3.17% | 27,040 | 新建仓 |
| 12 | PLNT | PLANET FITNESS INC | $1.5M | 3.06% | 4,390 | 减持 |
| 13 | BKNG | BOOKING HOLDINGS INC | $1.3M | 2.73% | 310 | 新建仓 |
| 14 | DASH | DOORDASH INC | $1.3M | 2.72% | 9,140 | 减持 |
| 15 | DECK | DECKERS OUTDOOR CORP | $1.3M | 2.72% | 8,170 | 增持 |
| 16 | DPZ | DOMINOS PIZZA INC | $1.3M | 2.72% | 3,030 | 新建仓 |
| 17 | ABNB | AIRBNB INC | $1.3M | 2.68% | 10,130 | 新建仓 |
| 18 | HLT | HILTON WORLDWIDE HLDGS INC | $1.3M | 2.67% | 5,550 | 新建仓 |
| 19 | LVS | LAS VEGAS SANDS CORP | $1.3M | 2.67% | 25,430 | 新建仓 |
| 20 | LULU | LULULEMON ATHLETICA INC | $1.3M | 2.63% | 4,650 | 新建仓 |
| 21 | CHWY | CHEWY INC | $1.2M | 2.55% | 41,640 | 新建仓 |
| 22 | KSS | KOHLS CORP | $1.2M | 2.53% | 57,420 | 新建仓 |
| 23 | W | WAYFAIR INC | $1.2M | 2.47% | 14,650 | 新建仓 |
| 24 | EXPE | EXPEDIA GROUP INC | $1.2M | 2.46% | 7,950 | 新建仓 |
| 25 | DG | DOLLAR GEN CORP NEW | $1.1M | 2.36% | 13,390 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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