Conatus Capital Management LP 13F 持仓 · 最近申报 2017年Q4
Conatus Capital Management 在 2017年Q4（报告期截至 2017-12-31）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 9,226.20 万美元。前几大持仓：ETSY（11.20%）、MTN（8.62%）、PYPL（8.61%）。本季前 25 大持仓中：减持 20 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ETSY | ETSY INC | $10.3M | 11.20% | 505,416 | 减持 |
| 2 | MTN | VAIL RESORTS INC | $8.0M | 8.62% | 37,442 | 减持 |
| 3 | PYPL | PAYPAL HLDGS INC | $7.9M | 8.61% | 107,875 | 减持 |
| 4 | WP | VANTIV INC | $7.7M | 8.37% | 105,021 | 减持 |
| 5 | SCHW | SCHWAB CHARLES CORP NEW | $6.8M | 7.34% | 131,881 | 减持 |
| 6 | QSR | RESTAURANT BRANDS INTL INC | $6.5M | 7.02% | 105,374 | 减持 |
| 7 | LW | LAMB WESTON HLDGS INC | $5.8M | 6.26% | 102,337 | 减持 |
| 8 | STZ | CONSTELLATION BRANDS INC | $5.2M | 5.63% | 22,710 | 减持 |
| 9 | EPAM | EPAM SYS INC | $4.9M | 5.26% | 45,159 | 减持 |
| 10 | TCOM | CTRIP COM INTL LTD | $4.7M | 5.13% | 107,403 | 减持 |
| 11 | LOGM | LOGMEIN INC | $4.6M | 4.96% | 39,951 | 减持 |
| 12 | MHK | MOHAWK INDS INC | $4.5M | 4.89% | 16,338 | 减持 |
| 13 | META | FACEBOOK INC | $4.3M | 4.68% | 24,466 | 减持 |
| 14 | CME | CME GROUP INC | $4.2M | 4.56% | 28,824 | 减持 |
| 15 | RACE | FERRARI N V | $2.4M | 2.60% | 22,855 | 减持 |
| 16 | SONY | SONY CORP | $1.1M | 1.17% | 24,075 | 减持 |
| 17 | AMZN | AMAZON COM INC | $705,000 | 0.76% | 603 | 减持 |
| 18 | HDB | HDFC BANK LTD | $695,000 | 0.75% | 6,834 | 减持 |
| 19 | CSX | CSX CORP | $508,000 | 0.55% | 9,230 | 减持 |
| 20 | ATVI | ACTIVISION BLIZZARD INC | $432,000 | 0.47% | 6,828 | 减持 |
| 21 | ADBE | ADOBE SYS INC | $371,000 | 0.40% | 2,115 | 持平 |
| 22 | V | VISA INC | $359,000 | 0.39% | 3,150 | 持平 |
| 23 | INTU | INTUIT | $337,000 | 0.37% | 2,133 | 持平 |
| 24 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | 清仓 |
| 25 | PAM | PAMPA ENERGIA S A | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2017-12-31
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