Global Thematic Partners, LLC 13F 持仓 · 最近申报 2020年Q2
Global Thematic Partners 在 2020年Q2（报告期截至 2020-06-30）的 SEC 13F 申报中报告了 15 只证券，申报市值合计 1.20 亿美元。前几大持仓：MELI（19.46%）、YUMC（12.92%）、JD（12.62%）。本季前 25 大持仓中：增持 1 只、减持 14 只、清仓 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $23.4M | 19.46% | 23,755 | 减持 |
| 2 | YUMC | YUM CHINA HLDGS INC | $15.6M | 12.92% | 323,507 | 减持 |
| 3 | JD | JD.COM INC | $15.2M | 12.62% | 252,275 | 减持 |
| 4 | IQ | IQIYI INC | $13.5M | 11.25% | 583,639 | 减持 |
| 5 | VIPS | VIPSHOP HOLDINGS LIMITED | $11.5M | 9.57% | 578,241 | 减持 |
| 6 | BAP | CREDICORP LTD | $10.8M | 8.94% | 80,511 | 减持 |
| 7 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $8.3M | 6.91% | 542,304 | 减持 |
| 8 | DESP | DESPEGAR COM CORP | $7.2M | 5.99% | 1.0M | 减持 |
| 9 | WUBA | 58 COM INC | $5.9M | 4.88% | 108,847 | 减持 |
| 10 | JMIA | JUMIA TECHNOLOGIES AG | $4.1M | 3.38% | 741,117 | 增持 |
| 11 | IBN | ICICI BANK LIMITED | $3.6M | 2.96% | 383,160 | 减持 |
| 12 | NEM | NEWMONT CORP | $502,000 | 0.42% | 8,129 | 减持 |
| 13 | NKE | NIKE INC | $340,000 | 0.28% | 3,471 | 减持 |
| 14 | DIS | DISNEY WALT CO | $302,000 | 0.25% | 2,715 | 减持 |
| 15 | EL | LAUDER ESTEE COS INC | $205,000 | 0.17% | 1,084 | 减持 |
| 16 | AAPL | APPLE INC | $0 | 0.00% | 0 | 清仓 |
| 17 | ABMD | ABIOMED INC | $0 | 0.00% | 0 | 清仓 |
| 18 | ADBE | ADOBE INC | $0 | 0.00% | 0 | 清仓 |
| 19 | ADSK | AUTODESK INC | $0 | 0.00% | 0 | 清仓 |
| 20 | AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | 清仓 |
| 21 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | 清仓 |
| 22 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | 清仓 |
| 23 | BKNG | BOOKING HLDGS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | CERN | CERNER CORP | $0 | 0.00% | 0 | 清仓 |
| 25 | CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2020-06-30
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