Cypress Growth Fund III LP 13F 持仓 · 最近申报 2021年Q3
Cypress Growth Fund III 在 2021年Q3（报告期截至 2021-09-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 1.19 亿美元。前几大持仓：UNH（6.57%）、FIVN（5.37%）、INTU（5.35%）。本季前 25 大持仓中：新建仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | $7.8M | 6.57% | 20,000 | 持平 |
| 2 | FIVN | FIVE9 INC | $6.4M | 5.37% | 40,000 | 持平 |
| 3 | INTU | INTUIT | $6.4M | 5.35% | 11,800 | 持平 |
| 4 | PANW | PALO ALTO NETWORKS INC | $6.2M | 5.23% | 13,000 | 持平 |
| 5 | MCHP | MICROCHIP TECHNOLOGY | $6.0M | 5.03% | 39,000 | 持平 |
| 6 | ANET | ARISTA NETWORKS INC | $5.5M | 4.62% | 16,000 | 持平 |
| 7 | KLAC | KLA CORP | $5.4M | 4.50% | 16,000 | 持平 |
| 8 | GOOG | ALPHABET INC | $5.3M | 4.49% | 2,000 | 持平 |
| 9 | LH | LABORATORY CORP AMER HLDGS | $5.3M | 4.49% | 19,000 | 持平 |
| 10 | AVGO | BROADCOM INC | $4.8M | 4.07% | 10,000 | 持平 |
| 11 | NUAN | NUANCE COMMUNICATIONS INC | $4.4M | 3.70% | 80,000 | 持平 |
| 12 | RNG | RINGCENTRAL INC | $4.1M | 3.47% | 19,000 | 持平 |
| 13 | CVS | CVS HEALTH CORP | $3.8M | 3.21% | 45,000 | 持平 |
| 14 | WDAY | WORKDAY INC | $3.7M | 3.15% | 15,000 | 持平 |
| 15 | MNDT | FIREEYE INC | $3.7M | 3.14% | 210,000 | 持平 |
| 16 | AKAM | AKAMAI TECHNOLOGIES INC | $3.7M | 3.08% | 35,000 | 持平 |
| 17 | META | FACEBOOK INC | $3.4M | 2.85% | 10,000 | 持平 |
| 18 | ADI | ANALOG DEVICES INC | $3.4M | 2.84% | 20,160 | 新建仓 |
| 19 | CLDR | CLOUDERA INC | $3.2M | 2.69% | 200,500 | 持平 |
| 20 | GOOGL | ALPHABET INC | $3.2M | 2.69% | 1,203 | 持平 |
| 21 | MXL | MAXLINEAR INC | $3.0M | 2.48% | 60,000 | 持平 |
| 22 | CHGG | CHEGG INC | $2.9M | 2.40% | 42,000 | 持平 |
| 23 | CCI | CROWN CASTLE INTL | $2.6M | 2.18% | 15,000 | 持平 |
| 24 | NEWR | NEW RELIC INC | $2.2M | 1.81% | 30,000 | 持平 |
| 25 | UPWK | UPWORK INC | $2.0M | 1.70% | 45,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2021-09-30
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