Evolution Capital Management LLC 13F 持仓 · 最近申报 2022年Q4
Evolution Capital Management 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 46 只证券，申报市值合计 2,896.05 万美元。前几大持仓：BABA（19.39%）、JD（11.92%）、BSAQ（9.10%）。本季前 25 大持仓中：新建仓 8 只、增持 1 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $5.6M | 19.39% | 63,754 | 减持 |
| 2 | JD | JD.COM INC | $3.5M | 11.92% | 61,500 | 减持 |
| 3 | BSAQ | BLACK SPADE ACQUISITION CO | $2.6M | 9.10% | 262,000 | 持平 |
| 4 | TCOM | TRIP COM GROUP LTD | $2.1M | 7.12% | 59,974 | 减持 |
| 5 | THCP | THUNDER BRDG CAP PRTNRS IV I | $2.0M | 6.93% | 200,000 | 持平 |
| 6 | BILI | BILIBILI INC | $1.5M | 5.32% | 65,000 | 新建仓 |
| 7 | EOCW | ELLIOTT OPPORTUNITY II CORP | $1.0M | 3.48% | 100,000 | 持平 |
| 8 | LCAA | L CATTERTON ASIA ACQUISITION | $909,000 | 3.14% | 90,000 | 持平 |
| 9 | GDS | GDS HLDGS LTD | $801,603 | 2.77% | 38,875 | 新建仓 |
| 10 | BIDU | BAIDU INC | $714,875 | 2.47% | 6,250 | 新建仓 |
| 11 | AMBR | ICLICK INTERACTIVE ASIA GROU | $677,931 | 2.34% | 176,086 | 新建仓 |
| 12 | KBE | SPDR SER TR | $677,250 | 2.34% | 15,000 | 新建仓 |
| 13 | RDFN | REDFIN CORP | $678,400 | 2.34% | 160,000 | 增持 |
| 14 | NTES | NETEASE INC | $605,734 | 2.09% | 8,340 | 减持 |
| 15 | LOKM | LIVE OAK MOBILITY ACQUISI CO | $502,750 | 1.74% | 50,000 | 持平 |
| 16 | ALB | ALBEMARLE CORP | $487,935 | 1.68% | 2,250 | 新建仓 |
| 17 | KVSA | KHOSLA VENTURES ACQUISITION | $449,100 | 1.55% | 45,000 | 持平 |
| 18 | WFC | WELLS FARGO CO NEW | $412,900 | 1.43% | 10,000 | 新建仓 |
| 19 | LDHA | LDH GROWTH CORP I | $261,820 | 0.90% | 26,000 | 持平 |
| 20 | AAC | ARES ACQUISITION CORPORATION | $258,698 | 0.89% | 25,690 | 持平 |
| 21 | FCAX | FORTRESS CAPITAL ACQUISITION | $252,500 | 0.87% | 25,000 | 持平 |
| 22 | JWSMF | JAWS MUSTANG ACQUISITION COR | $252,625 | 0.87% | 25,000 | 持平 |
| 23 | BAC | BANK AMERICA CORP | $248,400 | 0.86% | 7,500 | 新建仓 |
| 24 | KVSC | KHOSLA VENTURES ACQUT CO III | $248,875 | 0.86% | 25,000 | 持平 |
| 25 | EFTR | EFFECTOR THERAPEUTICS INC | $225,724 | 0.78% | 527,885 | 持平 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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