GLG Partners LP 13F 持仓 · 最近申报 2017年Q4
GLG Partners 在 2017年Q4（报告期截至 2017-12-31）的 SEC 13F 申报中报告了 448 只证券，申报市值合计 21.38 亿美元。前几大持仓：CCL（3.45%）、AAAP（2.30%）、TWX（2.25%）。本季前 25 大持仓中：新建仓 4 只、增持 11 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CCL | CARNIVAL CORP | $73.8M | 3.45% | 1.1M | 减持 |
| 2 | AAAP | ADVANCED ACCELERATOR APPLIC | $49.2M | 2.30% | 603,055 | 新建仓 |
| 3 | TWX | TIME WARNER INC | $48.0M | 2.25% | 524,964 | 增持 |
| 4 | NXPI | NXP SEMICONDUCTORS N V | $47.7M | 2.23% | 407,738 | 增持 |
| 5 | DELL | DELL TECHNOLOGIES INC | $42.8M | 2.00% | 526,759 | 增持 |
| 6 | FCX | FREEPORT-MCMORAN INC | $41.9M | 1.96% | 2.2M | 减持 |
| 7 | DISHR | DISH NETWORK CORP | $38.3M | 1.79% | 0 | 减持 |
| 8 | MON2 | MONSANTO CO NEW | $32.5M | 1.52% | 278,220 | 增持 |
| 9 | KANG | IKANG HEALTHCARE GROUP INC | $29.8M | 1.39% | 1.9M | 增持 |
| 10 | V | VISA INC | $26.6M | 1.24% | 233,113 | 减持 |
| 11 | AMZN | AMAZON COM INC | $26.3M | 1.23% | 22,502 | 减持 |
| 12 | PTEN | PATTERSON UTI ENERGY INC | $26.3M | 1.23% | 1.1M | 减持 |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $25.6M | 1.20% | 148,729 | 增持 |
| 14 | CYOU | CHANGYOU COM LTD | $25.0M | 1.17% | 685,266 | 增持 |
| 15 | QCOM | QUALCOMM INC | $25.1M | 1.17% | 391,965 | 减持 |
| 16 | CTXS | CITRIX SYS INC | $21.1M | 0.99% | 0 | 减持 |
| 17 | DLTR | DOLLAR TREE INC | $20.9M | 0.98% | 194,689 | 增持 |
| 18 | LULU | LULULEMON ATHLETICA INC | $20.3M | 0.95% | 257,885 | 新建仓 |
| 19 | CMCSA | COMCAST CORP NEW | $19.6M | 0.92% | 489,672 | 增持 |
| 20 | MRSH | MARSH & MCLENNAN COS INC | $19.4M | 0.91% | 238,929 | 新建仓 |
| 21 | TWTR | TWITTER INC | $19.2M | 0.90% | 0 | 持平 |
| 22 | AVGO | BROADCOM LTD | $19.1M | 0.89% | 74,431 | 增持 |
| 23 | VALE | VALE S A | $18.1M | 0.85% | 1.5M | 增持 |
| 24 | NXP SEMICONDUCTORS N V | $18.0M | 0.84% | 0 | 持平 | |
| 25 | COF | CAPITAL ONE FINL CORP | $17.5M | 0.82% | 176,081 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2017-12-31
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