Condorcet Global Opportunity Fund, LLC 13F 持仓 · 最近申报 2014年Q4
Condorcet Global Opportunity Fund 在 2014年Q4（报告期截至 2014-12-31）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 2.42 亿美元。前几大持仓：DTV1（9.32%）、AUXL（8.15%）、COV（8.14%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DTV1 | DIRECTV | $22.5M | 9.32% | 260,000 | 新建仓 |
| 2 | AUXL | AUXILIUM PHARMACEUTICALS INC | $19.7M | 8.15% | 573,434 | 新建仓 |
| 3 | COV | COVIDIEN PLC | $19.7M | 8.14% | 192,472 | 新建仓 |
| 4 | AGN1 | ALLERGAN INC | $19.2M | 7.95% | 90,429 | 新建仓 |
| 5 | TRW | TRW AUTOMOTIVE HLDGS CORP | $16.9M | 6.97% | 164,009 | 新建仓 |
| 6 | DRC | DRESSER-RAND GROUP INC | $16.2M | 6.70% | 198,164 | 新建仓 |
| 7 | IGT1 | INTERNATIONAL GAME TECHNOLOG | $16.1M | 6.67% | 935,816 | 新建仓 |
| 8 | FDO | FAMILY DLR STORES INC | $16.1M | 6.66% | 203,564 | 新建仓 |
| 9 | LBTYB | LIBERTY GLOBAL PLC | $14.8M | 6.13% | 307,143 | 新建仓 |
| 10 | CBST | CUBIST PHARMACEUTICALS INC | $8.5M | 3.50% | 84,204 | 新建仓 |
| 11 | DRIV1 | DIGITAL RIV INC | $7.8M | 3.24% | 316,999 | 新建仓 |
| 12 | CFN | CAREFUSION CORP | $6.5M | 2.70% | 110,000 | 新建仓 |
| 13 | GT | GOODYEAR TIRE & RUBR CO | $5.5M | 2.28% | 192,743 | 新建仓 |
| 14 | RVBD | RIVERBED TECHNOLOGY INC | $5.2M | 2.13% | 253,058 | 新建仓 |
| 15 | SWY | SAFEWAY INC | $4.4M | 1.81% | 125,000 | 新建仓 |
| 16 | YHOO | YAHOO INC | $4.1M | 1.70% | 81,519 | 新建仓 |
| 17 | DISH | DISH NETWORK CORP | $4.0M | 1.66% | 55,000 | 新建仓 |
| 18 | SLXP | SALIX PHARMACEUTICALS INC | $4.0M | 1.66% | 35,000 | 新建仓 |
| 19 | BEAV | B/E AEROSPACE INC | $4.0M | 1.63% | 68,156 | 新建仓 |
| 20 | ZG | ZILLOW INC | $3.6M | 1.48% | 33,812 | 新建仓 |
| 21 | LO | LORILLARD INC | $3.1M | 1.30% | 50,000 | 新建仓 |
| 22 | VER | AMERICAN RLTY CAP PPTYS INC | $2.9M | 1.20% | 321,377 | 新建仓 |
| 23 | TMUS | T MOBILE US INC | $2.9M | 1.19% | 106,747 | 新建仓 |
| 24 | VOLC | VOLCANO CORPORATION | $2.5M | 1.05% | 142,061 | 新建仓 |
| 25 | SFR1 | STARWOOD WAYPOINT RESIDENTL | $2.2M | 0.93% | 85,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2014-12-31
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