Cascabel Management LP 13F 持仓 · 最近申报 2015年Q3
Cascabel Management 在 2015年Q3（报告期截至 2015-09-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 665.50 万美元。前几大持仓：QIHU（16.51%）、YOKU（13.93%）、AAPL（9.57%）。本季前 25 大持仓中：新建仓 10 只、增持 6 只、减持 1 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QIHU | QIHOO 360 TECHNOLOGY CO LTD | $1.1M | 16.51% | 23,000 | 新建仓 |
| 2 | YOKU | YOUKU TUDOU INC | $927,000 | 13.93% | 52,548 | 增持 |
| 3 | AAPL | APPLE INC | $637,000 | 9.57% | 5,774 | 增持 |
| 4 | SFUNY | SOUFUN HLDGS LTD | $606,000 | 9.11% | 91,771 | 增持 |
| 5 | QQQ | POWERSHARES QQQ TRUST | $509,000 | 7.65% | 5,000 | 新建仓 |
| 6 | VIPS | VIPSHOP HLDGS LTD | $457,000 | 6.87% | 27,205 | 新建仓 |
| 7 | TWX | TIME WARNER INC | $407,000 | 6.12% | 5,918 | 增持 |
| 8 | GOOGL | GOOGLE INC | $319,000 | 4.79% | 500 | 持平 |
| 9 | CFR | CULLEN FROST BANKERS INC | $318,000 | 4.78% | 5,000 | 新建仓 |
| 10 | EJ | E HOUSE CHINA HLDGS LTD | $313,000 | 4.70% | 52,700 | 新建仓 |
| 11 | TUBE | TUBEMOGUL INC | $283,000 | 4.25% | 26,869 | 增持 |
| 12 | TBT | PROSHARES TR | $217,000 | 3.26% | 5,000 | 新建仓 |
| 13 | YY | YY INC | $186,000 | 2.79% | 3,418 | 减持 |
| 14 | FXI | ISHARES TR | $177,000 | 2.66% | 5,000 | 新建仓 |
| 15 | RENN | RENREN INC | $78,000 | 1.17% | 25,000 | 新建仓 |
| 16 | WFM | WHOLE FOODS MKT INC | $63,000 | 0.95% | 2,000 | 新建仓 |
| 17 | ASCMA | ASCENT CAP GROUP INC | $27,000 | 0.41% | 1,000 | 新建仓 |
| 18 | KMI-PA | KINDER MORGAN INC DEL | $19,000 | 0.29% | 20,501 | 增持 |
| 19 | TNET | TRINET GROUP INC | $8,000 | 0.12% | 504 | 持平 |
| 20 | ZAYO | ZAYO GROUP HLDGS INC | $5,000 | 0.08% | 199 | 持平 |
| 21 | HD | HOME DEPOT INC | $0 | 0.00% | 0 | 清仓 |
| 22 | SPR | SPIRIT AEROSYSTEMS HLDGS INC | $0 | 0.00% | 0 | 清仓 |
| 23 | TCOM | CTRIP COM INTL LTD | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2015-09-30
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