Cerebellum GP, LLC 13F 持仓 · 最近申报 2020年Q3
Cerebellum GP 在 2020年Q3（报告期截至 2020-09-30）的 SEC 13F 申报中报告了 378 只证券，申报市值合计 2,150.90 万美元。前几大持仓：ANSS（0.32%）、CABO（0.32%）、DXCM（0.32%）。本季前 25 大持仓中：新建仓 13 只、增持 3 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ANSS | ANSYS, Inc. | $68,000 | 0.32% | 207 | 减持 |
| 2 | CABO | Cable One, Inc. | $68,000 | 0.32% | 36 | 新建仓 |
| 3 | DXCM | DexCom, Inc. | $68,000 | 0.32% | 164 | 新建仓 |
| 4 | MOH | Molina Healthcare, Inc. | $68,000 | 0.32% | 373 | 新建仓 |
| 5 | TTD | Trade Desk, Inc. Class A | $68,000 | 0.32% | 132 | 新建仓 |
| 6 | ABT | Abbott Laboratories | $67,000 | 0.31% | 614 | 减持 |
| 7 | ACM | AECOM | $67,000 | 0.31% | 1,593 | 减持 |
| 8 | AGCO | AGCO Corporation | $67,000 | 0.31% | 905 | 增持 |
| 9 | AGO | Assured Guaranty Ltd. | $66,000 | 0.31% | 3,052 | 新建仓 |
| 10 | ALLY | Ally Financial Inc | $66,000 | 0.31% | 2,615 | 新建仓 |
| 11 | AMZN | Amazon.com, Inc. | $66,000 | 0.31% | 21 | 减持 |
| 12 | AZO | AutoZone, Inc. | $67,000 | 0.31% | 57 | 新建仓 |
| 13 | BBY | Best Buy Co., Inc. | $66,000 | 0.31% | 592 | 新建仓 |
| 14 | BDX | Becton, Dickinson and Company | $67,000 | 0.31% | 290 | 新建仓 |
| 15 | BR | Broadridge Financial Solutions, Inc. | $66,000 | 0.31% | 498 | 新建仓 |
| 16 | BWA | BorgWarner Inc. | $66,000 | 0.31% | 1,712 | 减持 |
| 17 | CDK | CDK Global Inc | $66,000 | 0.31% | 1,511 | 增持 |
| 18 | CDNS | Cadence Design Systems, Inc. | $67,000 | 0.31% | 625 | 减持 |
| 19 | CERN | Cerner Corporation | $66,000 | 0.31% | 910 | 减持 |
| 20 | CF | CF Industries Holdings, Inc. | $66,000 | 0.31% | 2,148 | 新建仓 |
| 21 | DKS | Dick's Sporting Goods, Inc. | $66,000 | 0.31% | 1,142 | 减持 |
| 22 | DLTR | Dollar Tree, Inc. | $66,000 | 0.31% | 724 | 减持 |
| 23 | ENOV | Colfax Corporation | $66,000 | 0.31% | 2,100 | 增持 |
| 24 | ENPH | Enphase Energy, Inc. | $66,000 | 0.31% | 794 | 新建仓 |
| 25 | FND | Floor & Decor Holdings, Inc. Class A | $66,000 | 0.31% | 887 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2020-09-30
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