Chautauqua Capital Management 13F 持仓 · 最近申报 2015年Q4
Chautauqua Capital Management 在 2015年Q4（报告期截至 2015-12-31）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 3.17 亿美元。前几大持仓：NVO（11.25%）、CLB（11.16%）、LULU（10.51%）。本季前 25 大持仓中：新建仓 3 只、增持 3 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVO | NOVO NORDISK A.S. ADR FORMERLY | $35.6M | 11.25% | 613,174 | 减持 |
| 2 | CLB | CORE LABORATORIES NV | $35.3M | 11.16% | 324,861 | 减持 |
| 3 | LULU | LULULEMON ATHLETICA INC. | $33.3M | 10.51% | 633,945 | 减持 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG CO SP | $32.7M | 10.32% | 1.4M | 减持 |
| 5 | GRFS | GRIFOLS SA | $31.2M | 9.86% | 963,183 | 减持 |
| 6 | BABA | ALIBABA GROUP HOLDING-SP ADR | $29.9M | 9.45% | 368,228 | 减持 |
| 7 | TCOM | CTRIP.COM INTERNATIONAL LTD | $22.2M | 7.01% | 478,973 | 增持 |
| 8 | ASML | ASML HOLDING N V HOLDING N V N | $19.2M | 6.07% | 216,625 | 减持 |
| 9 | APTV | DELPHI AUTOMOTIVE PLC | $18.5M | 5.85% | 215,905 | 减持 |
| 10 | SLB | SCHLUMBERGER LTD COM | $12.2M | 3.84% | 174,265 | 减持 |
| 11 | BKNG | PRICELINE | $6.0M | 1.90% | 4,720 | 增持 |
| 12 | MA | MASTERCARD INC - CLASS A | $4.6M | 1.46% | 47,529 | 减持 |
| 13 | GOOGL | ALPHABET INC CL A | $3.9M | 1.24% | 5,046 | 新建仓 |
| 14 | CELG | CELGENE CORP | $3.6M | 1.13% | 29,926 | 增持 |
| 15 | AMZN | AMAZON.COM INC | $3.3M | 1.05% | 4,933 | 减持 |
| 16 | REGN | REGENERON PHARMACEUTICALS, INC | $3.3M | 1.05% | 6,121 | 减持 |
| 17 | ATHN1 | ATHENA HEALTH | $3.2M | 1.01% | 19,898 | 减持 |
| 18 | AAPL | APPLE INC COM | $3.1M | 0.97% | 29,303 | 减持 |
| 19 | ADBE | ADOBE SYSTEMS, INC. | $2.8M | 0.90% | 30,220 | 减持 |
| 20 | ILMN | ILLUMINA INC COM | $2.7M | 0.85% | 14,074 | 新建仓 |
| 21 | WDAY | WORKDAY INC. | $2.7M | 0.84% | 33,337 | 减持 |
| 22 | TROW | T ROWE PRICE GROUP INC | $1.9M | 0.60% | 26,678 | 减持 |
| 23 | GMCR | KEURIG GREEN MOUNTAIN INC. | $1.6M | 0.49% | 17,242 | 减持 |
| 24 | GOOG | ALPHABET INC CL C | $1.4M | 0.43% | 1,790 | 新建仓 |
| 25 | CDK | CDK GLOBAL INC | $1.2M | 0.38% | 25,495 | 减持 |
来源：SEC 13F 申报文件 · 截至 2015-12-31
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