Dockyard Capital Management LP 13F 持仓 · 最近申报 2022年Q1
Dockyard Capital Management 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 7,062.70 万美元。前几大持仓：TTD（10.49%）、NOW（9.90%）、GOOGL（9.45%）。本季前 25 大持仓中：新建仓 9 只、增持 3 只、减持 7 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TTD | TRADE DESK INC/THE -CLASS A | $7.4M | 10.49% | 107,000 | 增持 |
| 2 | NOW | SERVICENOW | $7.0M | 9.90% | 12,560 | 增持 |
| 3 | GOOGL | ALPHABET INC CLASS A COMMON STOCK | $6.7M | 9.45% | 2,400 | 减持 |
| 4 | AVGO | BROADCOM INC | $6.7M | 9.42% | 10,570 | 减持 |
| 5 | NVDA | NVIDIA CORP | $5.5M | 7.73% | 20,000 | 减持 |
| 6 | FND | FLOOR & DECOR HOLDINGS INC | $5.1M | 7.17% | 62,500 | 增持 |
| 7 | SLB | SCHLUMBERGER LTD | $5.1M | 7.16% | 122,500 | 新建仓 |
| 8 | AMZN | AMAZON.COM INC | $4.6M | 6.46% | 1,400 | 持平 |
| 9 | HUBS | HUBSPOT INC | $3.6M | 5.04% | 7,500 | 减持 |
| 10 | KRNT | KORNIT DIGITAL LTD | $3.3M | 4.74% | 40,500 | 持平 |
| 11 | RH | RH | $3.3M | 4.62% | 10,000 | 减持 |
| 12 | SHOP | SHOPIFY INC | $3.0M | 4.31% | 4,500 | 减持 |
| 13 | ASML | ASML HOLDING N.V. NEW YORK REGISTRY SHAR | $2.0M | 2.84% | 3,000 | 新建仓 |
| 14 | NFLX | NETFLIX INC | $1.9M | 2.65% | 5,000 | 新建仓 |
| 15 | JD | JD.COM INC | $1.7M | 2.46% | 30,000 | 新建仓 |
| 16 | BABA | ALIBABA GROUP HOLDING LTD | $1.6M | 2.31% | 15,000 | 新建仓 |
| 17 | ENPH | ENPHASE ENERGY INC | $1.0M | 1.43% | 5,000 | 新建仓 |
| 18 | AFTR.U | AFTERNEXT HEALTHTECH ACQUISI | $489,000 | 0.69% | 50,000 | 减持 |
| 19 | NKE | NIKE INC CL B | $404,000 | 0.57% | 3,000 | 新建仓 |
| 20 | SOXX | ISHARES TR | $205,000 | 0.29% | 1,000 | 新建仓 |
| 21 | QQQ | INVESCO QQQ TR | $181,000 | 0.26% | 500 | 新建仓 |
| 22 | AFRM | AFFIRM HOLDINGS INC | $0 | 0.00% | 0 | 清仓 |
| 23 | ASAN | ASANA INC - CL A | $0 | 0.00% | 0 | 清仓 |
| 24 | RBLX | ROBLOX CORP -CLASS A | $0 | 0.00% | 0 | 清仓 |
| 25 | SNOW | SNOWFLAKE INC-CLASS A | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2022-03-31
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