Cupps Capital Management, LLC 13F 持仓 · 最近申报 2016年Q3
Cupps Capital Management 在 2016年Q3(报告期截至 2016-09-30)的 SEC 13F 申报中报告了 177 只证券,申报市值合计 2.31 亿美元。前几大持仓:NVRO(3.92%)、ABMD(3.37%)、ZEN(2.65%)。本季前 25 大持仓中:新建仓 2 只、增持 4 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVRO | NEVRO CORP. | $9.1M | 3.92% | 86,799 | 减持 |
| 2 | ABMD | ABIOMED, INC. | $7.8M | 3.37% | 60,492 | 减持 |
| 3 | ZEN | ZENDESK, INC. | $6.1M | 2.65% | 199,196 | 减持 |
| 4 | PAYC | PAYCOM SOFTWARE, INC. | $6.0M | 2.60% | 119,720 | 减持 |
| 5 | TYL | TYLER TECHNOLOGIES, INC. | $5.8M | 2.53% | 34,160 | 减持 |
| 6 | PFPT | PROOFPOINT, INC | $5.1M | 2.22% | 68,466 | 减持 |
| 7 | ULTI | THE ULTIMATE SOFTWARE GROUP, I | $4.1M | 1.78% | 20,162 | 减持 |
| 8 | TWOU | 2U, INC. | $4.0M | 1.74% | 105,116 | 增持 |
| 9 | BURL | BURLINGTON STORES, INC. | $3.9M | 1.70% | 48,502 | 减持 |
| 10 | MTN | VAIL RESORTS, INC. | $3.9M | 1.70% | 24,982 | 减持 |
| 11 | NEWR | NEW RELIC, INC. | $3.8M | 1.64% | 99,180 | 减持 |
| 12 | ELLI | ELLIE MAE, INC. | $3.7M | 1.60% | 35,092 | 增持 |
| 13 | BERY | BERRY PLASTICS GROUP INC. | $3.6M | 1.55% | 81,529 | 减持 |
| 14 | HUBS | HUBSPOT, INC. | $3.5M | 1.52% | 60,930 | 减持 |
| 15 | CAVM | CAVIUM, INC. | $3.3M | 1.43% | 56,822 | 增持 |
| 16 | MTSI | MACOM TECHNOLOGY SOLUTIONS HOL | $3.2M | 1.39% | 75,645 | 减持 |
| 17 | EW | EDWARDS LIFESCIENCES CORPORATI | $2.8M | 1.21% | 23,227 | 减持 |
| 18 | DXCM | DEXCOM, INC. | $2.7M | 1.16% | 30,684 | 减持 |
| 19 | MDSO | MEDIDATA SOLUTIONS, INC. | $2.6M | 1.14% | 47,254 | 新建仓 |
| 20 | AMAT | APPLIED MATERIALS, INC. | $2.6M | 1.13% | 86,871 | 减持 |
| 21 | GKOS | GLAUKOS CORP | $2.5M | 1.07% | 65,680 | 新建仓 |
| 22 | EA | ELECTRONIC ARTS INC. | $2.4M | 1.05% | 28,413 | 减持 |
| 23 | XPO | XPO LOGISTICS, INC. | $2.4M | 1.02% | 64,210 | 增持 |
| 24 | NKTR | NEKTAR THERAPEUTICS | $2.3M | 1.01% | 135,403 | 减持 |
| 25 | CYBR | CYBERARK SOFTWARE LTD. | $2.3M | 0.99% | 46,065 | 减持 |
来源:SEC 13F 申报文件 · 截至 2016-09-30
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