HHR Asset Management, LLC 13F 持仓 · 最近申报 2022年Q1
HHR Asset Management 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 5.52 亿美元。前几大持仓：AYX（5.18%）、TWTR（5.08%）、PYPL（4.91%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AYX | ALTERYX INC | $28.6M | 5.18% | 400,335 | 减持 |
| 2 | TWTR | TWITTER INC | $28.1M | 5.08% | 725,551 | 减持 |
| 3 | PYPL | PAYPAL HLDGS INC | $27.1M | 4.91% | 234,661 | 增持 |
| 4 | CRM | SALESFORCE COM INC | $26.6M | 4.82% | 125,312 | 减持 |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | $26.6M | 4.82% | 281,252 | 减持 |
| 6 | GOOG | ALPHABET INC | $26.4M | 4.77% | 9,441 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $26.1M | 4.72% | 84,513 | 减持 |
| 8 | META | META PLATFORMS INC | $26.0M | 4.71% | 117,006 | 减持 |
| 9 | BKNG | BOOKING HOLDINGS INC | $25.9M | 4.69% | 11,027 | 减持 |
| 10 | SBUX | STARBUCKS CORP | $25.5M | 4.61% | 280,020 | 减持 |
| 11 | AMZN | AMAZON COM INC | $24.7M | 4.47% | 7,569 | 减持 |
| 12 | WDAY | WORKDAY INC | $24.5M | 4.44% | 102,406 | 减持 |
| 13 | NFLX | NETFLIX INC | $24.5M | 4.43% | 65,364 | 增持 |
| 14 | ESTC | ELASTIC N V | $24.2M | 4.37% | 271,636 | 增持 |
| 15 | ADBE | ADOBE SYSTEMS INCORPORATED | $23.9M | 4.34% | 52,560 | 减持 |
| 16 | NKE | NIKE INC | $23.5M | 4.26% | 174,845 | 减持 |
| 17 | XM | QUALTRICS INTL INC | $23.5M | 4.26% | 823,399 | 增持 |
| 18 | Z | ZILLOW GROUP INC | $22.5M | 4.07% | 455,579 | 新建仓 |
| 19 | KMX | CARMAX INC | $22.4M | 4.06% | 232,278 | 减持 |
| 20 | RH | RH | $21.5M | 3.90% | 66,035 | 增持 |
| 21 | TMUS | T-MOBILE US INC | $6.7M | 1.22% | 52,584 | 减持 |
| 22 | MTCH | MATCH GROUP INC NEW | $6.7M | 1.21% | 61,459 | 减持 |
| 23 | ROKU | ROKU INC | $6.4M | 1.15% | 50,881 | 新建仓 |
| 24 | AXON | AXON ENTERPRISE INC | $6.3M | 1.14% | 45,662 | 增持 |
| 25 | EVBG | EVERBRIDGE INC | $6.2M | 1.13% | 143,119 | 增持 |
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