Hartwell J M Limited Partnership 13F 持仓 · 最近申报 2019年Q3
Hartwell J M Limited Partnership 在 2019年Q3（报告期截至 2019-09-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 5.60 亿美元。前几大持仓：EPAM（11.58%）、MSFT（10.22%）、TIGO（8.91%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EPAM | Epam Systems Inc | $64.9M | 11.58% | 355,822 | 增持 |
| 2 | MSFT | Microsoft Corporation | $57.3M | 10.22% | 411,922 | 减持 |
| 3 | TIGO | Millicom International Cellula | $50.0M | 8.91% | 1.0M | 减持 |
| 4 | META | Facebook Inc Cl A | $47.2M | 8.43% | 265,183 | 增持 |
| 5 | BKNG | Booking Holdings Inc. | $37.6M | 6.72% | 19,176 | 增持 |
| 6 | AMZN | Amazon.com | $37.6M | 6.71% | 21,660 | 增持 |
| 7 | GOOG | Alphabet Inc-CL C | $35.2M | 6.28% | 28,859 | 增持 |
| 8 | MA | Mastercard Inc. | $34.6M | 6.18% | 127,533 | 减持 |
| 9 | V | Visa Inc. | $30.5M | 5.44% | 177,099 | 增持 |
| 10 | HD | Home Depot Inc. | $29.4M | 5.25% | 126,779 | 增持 |
| 11 | BABA | Alibaba Group | $20.2M | 3.60% | 120,775 | 增持 |
| 12 | GOOGL | Alphabet Inc-CL A | $19.1M | 3.42% | 15,675 | 增持 |
| 13 | INTEQ | Intelsat | $13.6M | 2.42% | 595,450 | 增持 |
| 14 | Millicom International Cellula | $9.8M | 1.75% | 201,650 | 持平 | |
| 15 | AMT | American Tower Corp | $8.1M | 1.44% | 36,415 | 增持 |
| 16 | XOM | Exxon Mobil Corp | $5.0M | 0.89% | 70,826 | 减持 |
| 17 | CVS | CVS Health Corp | $4.8M | 0.86% | 76,400 | 新建仓 |
| 18 | JNJ | Johnson & Johnson | $4.4M | 0.79% | 34,164 | 增持 |
| 19 | PANW | Palo Alto Networks, Inc. | $3.7M | 0.66% | 18,020 | 减持 |
| 20 | PCYO | Pure Cycle Corp | $2.9M | 0.52% | 283,026 | 持平 |
| 21 | ADBE | Adobe Sys. Inc. Com. | $2.2M | 0.39% | 7,948 | 增持 |
| 22 | AMG | Affiliated Managers Group Inc. | $2.2M | 0.39% | 26,357 | 持平 |
| 23 | MSB | Mesabi Trust | $2.1M | 0.38% | 88,200 | 持平 |
| 24 | KMB | Kimberly Clark Corp | $2.0M | 0.35% | 13,805 | 持平 |
| 25 | JP Morgan Chase & Co | $1.5M | 0.26% | 12,423 | 增持 |
来源：SEC 13F 申报文件 · 截至 2019-09-30
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