Cowen Inc. 13F 持仓 · 最近申报 2019年Q2
Cowen 在 2019年Q2（报告期截至 2019-06-30）的 SEC 13F 申报中报告了 281 只证券，申报市值合计 13.88 亿美元。前几大持仓：RHT（6.46%）、MLNX（6.26%）、DATA（4.58%）。本季前 25 大持仓中：新建仓 9 只、增持 13 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RHT | RED HAT INC | $89.6M | 6.46% | 963,327 | 增持 |
| 2 | MLNX | MELLANOX TECHNOLOGIES LTD | $86.9M | 6.26% | 784,841 | 增持 |
| 3 | DATA | TABLEAU SOFTWARE INC | $63.5M | 4.58% | 382,632 | 新建仓 |
| 4 | CELG | CELGENE CORP | $62.9M | 4.53% | 1.1M | 增持 |
| 5 | SAN | BANCO SANTANDER SA | $61.6M | 4.44% | 13.5M | 新建仓 |
| 6 | BNS | BANK N S HALIFAX | $60.2M | 4.33% | 2.0M | 减持 |
| 7 | WBC | WABCO HLDGS INC | $57.5M | 4.14% | 433,588 | 增持 |
| 8 | ZAYO | ZAYO GROUP HLDGS INC | $49.4M | 3.56% | 1.7M | 增持 |
| 9 | APC | ANADARKO PETE CORP | $43.0M | 3.10% | 1.2M | 新建仓 |
| 10 | ORTX | ORCHARD THERAPEUTICS PLC | $42.5M | 3.06% | 3.0M | 增持 |
| 11 | CY | CYPRESS SEMICONDUCTOR CORP | $41.0M | 2.95% | 1.9M | 新建仓 |
| 12 | CNC | CENTENE CORP DEL | $27.2M | 1.96% | 1.6M | 增持 |
| 13 | SMFG | SUMITOMO MITSUI FINL GROUP I | $24.0M | 1.73% | 3.4M | 新建仓 |
| 14 | LYG | LLOYDS BANKING GROUP PLC | $23.8M | 1.71% | 8.4M | 减持 |
| 15 | MDSO | MEDIDATA SOLUTIONS INC | $23.3M | 1.68% | 259,114 | 新建仓 |
| 16 | VSM | VERSUM MATLS INC | $21.9M | 1.57% | 508,162 | 增持 |
| 17 | STNL | SENTINEL ENERGY SVCS INC | $18.4M | 1.33% | 1.8M | 新建仓 |
| 18 | WP | WORLDPAY INC | $15.9M | 1.15% | 129,972 | 减持 |
| 19 | MFG | MIZUHO FINL GROUP INC | $15.8M | 1.14% | 5.5M | 增持 |
| 20 | DTIL | PRECISION BIOSCIENCES INC | $14.4M | 1.03% | 1.1M | 增持 |
| 21 | TSLA | TESLA INC | $13.6M | 0.98% | 100,000 | 新建仓 |
| 22 | VOD | VODAFONE GROUP PLC NEW | $12.9M | 0.93% | 788,794 | 新建仓 |
| 23 | CZR2 | CAESARS ENTMT CORP | $12.1M | 0.87% | 1.1M | 增持 |
| 24 | UN | UNILEVER N V | $11.9M | 0.86% | 196,791 | 增持 |
| 25 | SPCE | SOCIAL CAP HEDOSOPHIA HLDGS | $11.5M | 0.83% | 1.1M | 增持 |
来源：SEC 13F 申报文件 · 截至 2019-06-30
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