Grosvenor Holdings, L.L.C. 13F 持仓 · 最近申报 2022年Q1
Grosvenor Holdings 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 14 只证券，申报市值合计 5.12 亿美元。前几大持仓：VRRM（18.96%）、AMZN（17.81%）、RIVN（15.23%）。本季前 25 大持仓中：新建仓 4 只、增持 1 只、减持 2 只、清仓 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VRRM | VERRA MOBILITY CORP | $97.2M | 18.96% | 6.0M | 减持 |
| 2 | AMZN | AMAZON COM INC | $91.3M | 17.81% | 27,992 | 增持 |
| 3 | RIVN | RIVIAN AUTOMOTIVE INC | $78.0M | 15.23% | 1.6M | 持平 |
| 4 | FCNCA | FIRST CTZNS BANCSHARES INC N | $41.1M | 8.02% | 61,703 | 新建仓 |
| 5 | FATE | FATE THERAPEUTICS INC | $40.2M | 7.85% | 1.0M | 持平 |
| 6 | SGFY | SIGNIFY HEALTH INC | $35.1M | 6.85% | 1.9M | 持平 |
| 7 | TMUS | T-MOBILE US INC | $33.7M | 6.58% | 262,826 | 持平 |
| 8 | CVNA | CARVANA CO | $30.5M | 5.94% | 255,289 | 减持 |
| 9 | ADCT | ADC THERAPEUTICS SA | $22.3M | 4.35% | 1.5M | 持平 |
| 10 | ATIP | ATI PHYSICAL THERAPY INC | $18.4M | 3.60% | 9.8M | 持平 |
| 11 | FXLV | F45 TRAINING HLDGS INC | $13.9M | 2.72% | 1.3M | 持平 |
| 12 | SOND | SONDER HOLDINGS INC | $9.7M | 1.90% | 2.0M | 新建仓 |
| 13 | VCTR | VICTORY CAP HLDGS INC | $583,000 | 0.11% | 20,202 | 新建仓 |
| 14 | PACB | PACIFIC BIOSCIENCES CALIF IN | $355,000 | 0.07% | 39,037 | 新建仓 |
| 15 | CIT | CIT GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 16 | EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 17 | FOLD | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | 清仓 |
| 18 | JD | JD.COM INC | $0 | 0.00% | 0 | 清仓 |
| 19 | META | META PLATFORMS INC | $0 | 0.00% | 0 | 清仓 |
| 20 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | 清仓 |
| 21 | PAE | PAE INC | $0 | 0.00% | 0 | 清仓 |
| 22 | ROAD | CONSTRUCTION PARTNERS INC | $0 | 0.00% | 0 | 清仓 |
| 23 | TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | 清仓 |
| 24 | WIX | WIX COM LTD | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2022-03-31
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