Force Hill Capital Management LP 13F 持仓 · 最近申报 2023年Q3
Force Hill Capital Management 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 1.16 亿美元。前几大持仓：TEL（6.26%）、APH（5.85%）、QRVO（5.76%）。本季前 25 大持仓中：新建仓 8 只、增持 1 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TEL | TE CONNECTIVITY LTD | $7.2M | 6.26% | 58,666 | 新建仓 |
| 2 | APH | AMPHENOL CORP NEW | $6.8M | 5.85% | 80,594 | 减持 |
| 3 | QRVO | QORVO INC | $6.7M | 5.76% | 69,807 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $6.6M | 5.74% | 15,274 | 减持 |
| 5 | NOW | SERVICENOW INC | $5.8M | 4.99% | 10,331 | 减持 |
| 6 | HPQ | HP INC | $5.7M | 4.91% | 221,368 | 新建仓 |
| 7 | ORCL | ORACLE CORP | $5.0M | 4.36% | 47,643 | 新建仓 |
| 8 | AVT | AVNET INC | $4.7M | 4.06% | 97,487 | 减持 |
| 9 | STM | STMICROELECTRONICS N V | $4.7M | 4.06% | 108,841 | 减持 |
| 10 | MDB | MONGODB INC | $4.5M | 3.89% | 13,009 | 新建仓 |
| 11 | LSCC | LATTICE SEMICONDUCTOR CORP | $4.4M | 3.77% | 50,858 | 减持 |
| 12 | CRUS | CIRRUS LOGIC INC | $4.1M | 3.51% | 54,973 | 新建仓 |
| 13 | GFS | GLOBALFOUNDRIES INC | $3.9M | 3.36% | 66,763 | 减持 |
| 14 | COHR | COHERENT CORP | $3.7M | 3.23% | 114,576 | 新建仓 |
| 15 | AMKR | AMKOR TECHNOLOGY INC | $3.5M | 3.03% | 155,333 | 增持 |
| 16 | EXTR | EXTREME NETWORKS | $3.4M | 2.93% | 139,900 | 减持 |
| 17 | KLIC | KULICKE & SOFFA INDS INC | $3.4M | 2.92% | 69,429 | 新建仓 |
| 18 | NTNX | NUTANIX INC | $3.3M | 2.84% | 94,320 | 减持 |
| 19 | ZS | ZSCALER INC | $3.1M | 2.70% | 20,120 | 新建仓 |
| 20 | ASML | ASML HOLDING N V | $3.0M | 2.60% | 5,107 | 减持 |
| 21 | MBLY | MOBILEYE GLOBAL INC | $2.9M | 2.53% | 70,521 | 减持 |
| 22 | ST | SENSATA TECHNOLOGIES HLDG PL | $2.9M | 2.50% | 76,414 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $2.6M | 2.28% | 8,358 | 减持 |
| 24 | WDC | WESTERN DIGITAL CORP. | $2.4M | 2.08% | 52,707 | 减持 |
| 25 | FLEX | FLEX LTD | $2.3M | 1.95% | 83,576 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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