Eachwin Capital, LP 13F 持仓 · 最近申报 2016年Q3
Eachwin Capital 在 2016年Q3（报告期截至 2016-09-30）的 SEC 13F 申报中报告了 99 只证券，申报市值合计 1.08 亿美元。前几大持仓：GOOGL（4.13%）、ICE（3.98%）、CMCSA（3.63%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $4.5M | 4.13% | 5,576 | 增持 |
| 2 | ICE | INTERCONTINENTALEXCHANGE INC | $4.3M | 3.98% | 16,036 | 增持 |
| 3 | CMCSA | COMCAST CORP NEW | $3.9M | 3.63% | 59,421 | 减持 |
| 4 | EOG | EOG RES INC | $3.9M | 3.62% | 40,653 | 增持 |
| 5 | CB | CHUBB LTD | $3.6M | 3.34% | 28,805 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $3.6M | 3.28% | 61,822 | 增持 |
| 7 | DHR | DANAHER CORP DEL | $3.3M | 3.05% | 42,213 | 增持 |
| 8 | MCHP | MICROCHIP TECHNOLOGY INC | $3.3M | 3.02% | 52,711 | 减持 |
| 9 | EQIX | EQUINIX INC | $3.3M | 3.01% | 9,065 | 减持 |
| 10 | BLK | BLACKROCK INC | $3.2M | 2.97% | 8,887 | 增持 |
| 11 | BAX | BAXTER INTL INC | $3.1M | 2.86% | 65,260 | 增持 |
| 12 | COST | COSTCO WHSL CORP NEW | $3.0M | 2.81% | 19,989 | 减持 |
| 13 | GILD | GILEAD SCIENCES INC | $3.1M | 2.81% | 38,575 | 增持 |
| 14 | WEC | WEC ENERGY GROUP INC | $3.0M | 2.73% | 49,525 | 增持 |
| 15 | CE | CELANESE CORP DEL | $2.9M | 2.67% | 43,504 | 增持 |
| 16 | JBHT | HUNT J B TRANS SVCS INC | $2.9M | 2.65% | 35,367 | 增持 |
| 17 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2.7M | 2.46% | 55,846 | 增持 |
| 18 | LEN | LENNAR CORP | $2.5M | 2.35% | 60,084 | 增持 |
| 19 | FTV | FORTIVE CORP | $2.5M | 2.34% | 49,810 | 新建仓 |
| 20 | TJX | TJX COS INC | $2.4M | 2.22% | 32,270 | 减持 |
| 21 | MAT | MATTEL INC | $2.3M | 2.10% | 75,321 | 增持 |
| 22 | EXR | EXTRA SPACE STORAGE INC | $1.9M | 1.74% | 23,771 | 减持 |
| 23 | ELV | ANTHEM INC | $1.4M | 1.25% | 10,786 | 减持 |
| 24 | KMI | KINDER MORGAN INC DEL | $677,000 | 0.62% | 29,267 | 减持 |
| 25 | QCOM | QUALCOMM INC | $653,000 | 0.60% | 9,530 | 持平 |
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