Columbus Circle Investors 13F 持仓 · 最近申报 2020年Q4
Columbus Circle Investors 在 2020年Q4（报告期截至 2020-12-31）的 SEC 13F 申报中报告了 126 只证券，申报市值合计 22.82 亿美元。前几大持仓：ZEN（3.05%）、SIVB（2.87%）、NUAN（2.71%）。本季前 25 大持仓中：新建仓 3 只、增持 2 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ZEN | ZENDESK INC | $69.6M | 3.05% | 486,256 | 减持 |
| 2 | SIVB | SVB FINANCIAL GROUP | $65.5M | 2.87% | 168,974 | 减持 |
| 3 | NUAN | NUANCE COMMUNICATIONS INC | $61.8M | 2.71% | 1.4M | 减持 |
| 4 | HZNP | HORIZON THERAPEUTICS PUB L | $58.3M | 2.56% | 797,244 | 减持 |
| 5 | INSP | INSPIRE MED SYS INC | $53.1M | 2.33% | 282,439 | 减持 |
| 6 | VC | VISTEON CORP | $52.1M | 2.28% | 415,071 | 减持 |
| 7 | PODD | INSULET CORP | $47.1M | 2.06% | 184,286 | 减持 |
| 8 | PLAN | ANAPLAN INC | $45.4M | 1.99% | 631,685 | 增持 |
| 9 | AMBA | AMBARELLA INC | $43.9M | 1.92% | 478,388 | 新建仓 |
| 10 | DECK | DECKERS OUTDOOR CORP | $43.4M | 1.90% | 151,367 | 减持 |
| 11 | LFUS | LITTELFUSE INC | $43.0M | 1.88% | 168,681 | 减持 |
| 12 | FND | FLOOR & DECOR HLDGS INC | $42.6M | 1.87% | 459,265 | 减持 |
| 13 | SNAP | SNAP INC | $39.1M | 1.71% | 780,023 | 减持 |
| 14 | WOLF | CREE INC | $38.9M | 1.70% | 367,355 | 减持 |
| 15 | RNG | RINGCENTRAL INC | $37.7M | 1.65% | 99,397 | 增持 |
| 16 | OMF | ONEMAIN HLDGS INC | $36.3M | 1.59% | 753,001 | 减持 |
| 17 | BHVN1 | BIOHAVEN PHARMACTL HLDG CO L | $35.0M | 1.53% | 407,813 | 减持 |
| 18 | ENPH | ENPHASE ENERGY INC | $34.8M | 1.53% | 198,557 | 减持 |
| 19 | GTLS | CHART INDS INC | $33.8M | 1.48% | 287,302 | 新建仓 |
| 20 | TKR | TIMKEN CO | $33.1M | 1.45% | 427,932 | 减持 |
| 21 | NOW | SERVICENOW INC | $32.5M | 1.42% | 59,081 | 减持 |
| 22 | TNDM | TANDEM DIABETES CARE INC | $29.8M | 1.30% | 311,279 | 减持 |
| 23 | EXAS | EXACT SCIENCES CORP | $28.3M | 1.24% | 213,280 | 新建仓 |
| 24 | NTRA | NATERA INC | $28.4M | 1.24% | 285,119 | 减持 |
| 25 | PLUG | PLUG POWER INC | $27.5M | 1.21% | 811,028 | 减持 |
来源：SEC 13F 申报文件 · 截至 2020-12-31
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