Highside Capital Management L P 13F 持仓 · 最近申报 2013年Q2
Highside Capital Management L P 在 2013年Q2（报告期截至 2013-06-30）的 SEC 13F 申报中报告了 31 只证券，申报市值合计 4.90 亿美元。前几大持仓：LAMR（6.08%）、TMO（6.07%）、QCOM（5.34%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LAMR | LAMAR ADVERTISING CO-CL A | $29.8M | 6.08% | 687,480 | 新建仓 |
| 2 | TMO | THERMO FISHER SCIENTIFIC INC | $29.7M | 6.07% | 351,490 | 新建仓 |
| 3 | QCOM | QUALCOMM INC | $26.2M | 5.34% | 429,030 | 新建仓 |
| 4 | BKNG | PRICELINE.COM INC | $25.3M | 5.16% | 30,600 | 新建仓 |
| 5 | LNG | CHENIERE ENERGY INC | $25.3M | 5.15% | 909,750 | 新建仓 |
| 6 | AZO | AUTOZONE INC | $25.0M | 5.09% | 58,930 | 新建仓 |
| 7 | CLEARWIRE CORP-CLASS A | $24.9M | 5.07% | 5.0M | 新建仓 | |
| 8 | EQIX | EQUINIX INC | $19.2M | 3.91% | 103,790 | 新建仓 |
| 9 | AIG | AMERICAN INTERNATIONAL GROUP | $18.5M | 3.77% | 413,520 | 新建仓 |
| 10 | DISH | DISH NETWORK CORP-A | $17.7M | 3.60% | 415,160 | 新建仓 |
| 11 | V | VISA INC-CLASS A SHARES | $15.8M | 3.22% | 86,320 | 新建仓 |
| 12 | VRSN | VERISIGN INC | $15.5M | 3.15% | 346,320 | 新建仓 |
| 13 | ADBE | ADOBE SYSTEMS INC | $15.3M | 3.12% | 335,990 | 新建仓 |
| 14 | SBAC | SBA COMMUNICATIONS CORP-CL A | $15.3M | 3.12% | 206,760 | 新建仓 |
| 15 | CPRT | COPART INC | $14.0M | 2.86% | 454,870 | 新建仓 |
| 16 | GOOGL | GOOGLE INC-CL A | $14.0M | 2.85% | 15,870 | 新建仓 |
| 17 | C | CITIGROUP INC | $13.9M | 2.83% | 289,470 | 新建仓 |
| 18 | CHTR | CHARTER COMMUNICATION-A | $13.9M | 2.83% | 112,110 | 新建仓 |
| 19 | EBAY | EBAY INC | $13.7M | 2.80% | 265,690 | 新建仓 |
| 20 | CPWR | COMPUWARE CORP | $13.1M | 2.68% | 1.3M | 新建仓 |
| 21 | VHC | VIRNETX HOLDING CORP | $12.2M | 2.49% | 610,000 | 新建仓 |
| 22 | MAR | MARRIOTT INTERNATIONAL -CL A | $11.3M | 2.31% | 280,220 | 新建仓 |
| 23 | MNST | MONSTER BEVERAGE CORP | $10.1M | 2.05% | 165,410 | 新建仓 |
| 24 | BSFT | BROADSOFT INC | $10.0M | 2.04% | 361,830 | 新建仓 |
| 25 | MET | METLIFE INC | $9.5M | 1.93% | 206,760 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2013-06-30
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