Dinsmore Capital Management Co 13F 持仓 · 最近申报 2015年Q3
Dinsmore Capital Management 在 2015年Q3（报告期截至 2015-09-30）的 SEC 13F 申报中报告了 119 只证券，申报市值合计 2.30 亿美元。前几大持仓：GILD（2.05%）、AGN-PA（1.89%）、BKNG（1.84%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences, Inc. | $4.7M | 2.05% | 0 | 减持 |
| 2 | AGN-PA | Allergan plc | $4.3M | 1.89% | 4,600 | 新建仓 |
| 3 | BKNG | The Priceline Group Inc. | $4.2M | 1.84% | 0 | 持平 |
| 4 | AMSGP | AmSurg Corp. | $3.6M | 1.58% | 24,500 | 持平 |
| 5 | MOH | Molina Healthcare Inc. | $3.5M | 1.52% | 0 | 持平 |
| 6 | MENT | Mentor Graphics Corp. | $3.5M | 1.51% | 0 | 持平 |
| 7 | HBANP1 | Huntington Bancshares, Inc. | $3.3M | 1.46% | 2,500 | 持平 |
| 8 | NXP Semiconductors N. V. | $3.3M | 1.45% | 0 | 新建仓 | |
| 9 | InterDigital, Inc. | $3.1M | 1.36% | 0 | 增持 | |
| 10 | NEE-PQ1 | NextEra Energy, Inc. | $3.1M | 1.34% | 60,000 | 新建仓 |
| 11 | MU | Micron Technology, Inc. | $3.0M | 1.29% | 0 | 减持 |
| 12 | CSGS | CSG Systems International, In | $3.0M | 1.28% | 0 | 持平 |
| 13 | EPAY | Bottomline Technologies, Inc. | $2.9M | 1.27% | 0 | 增持 |
| 14 | WFC/PRL | Wells Fargo & Co. | $2.9M | 1.27% | 2,500 | 持平 |
| 15 | ANTX1 | Anthem, Inc. | $2.9M | 1.26% | 60,000 | 增持 |
| 16 | WY-PA | Weyerhaeuser Co. | $2.9M | 1.26% | 60,000 | 持平 |
| 17 | WEB | Web.com Group, Inc. | $2.8M | 1.23% | 0 | 增持 |
| 18 | CAMPQ | CalAmp Corp. | $2.8M | 1.21% | 0 | 增持 |
| 19 | REGN | Regeneron Pharmaceuticals, In | $2.8M | 1.20% | 0 | 持平 |
| 20 | TMUSP | T-Mobile US, Inc. | $2.8M | 1.20% | 40,000 | 持平 |
| 21 | BAC-PL | Bank of America Corp. | $2.7M | 1.17% | 2,500 | 持平 |
| 22 | MNDT | FireEye, Inc. | $2.7M | 1.16% | 0 | 增持 |
| 23 | MDCO | The Medicines Co. | $2.6M | 1.14% | 0 | 增持 |
| 24 | PFPT | Proofpoint, Inc. | $2.6M | 1.14% | 0 | 持平 |
| 25 | EQIX | Equinix Inc. | $2.6M | 1.11% | 0 | 持平 |
来源：SEC 13F 申报文件 · 截至 2015-09-30
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