Highside Global Management LLC 13F 持仓 · 最近申报 2022年Q3
Highside Global Management 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 16 只证券，申报市值合计 1.36 亿美元。前几大持仓：AMZN（9.94%）、APG（9.94%）、GOOGL（9.77%）。本季前 25 大持仓中：新建仓 3 只、增持 4 只、减持 8 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $13.5M | 9.94% | 119,700 | 减持 |
| 2 | APG | API GROUP CORP | $13.5M | 9.94% | 1.0M | 增持 |
| 3 | GOOGL | ALPHABET INC | $13.3M | 9.77% | 139,000 | 增持 |
| 4 | DG | DOLLAR GEN CORP NEW | $11.9M | 8.76% | 49,676 | 减持 |
| 5 | ROST | ROSS STORES INC | $11.7M | 8.61% | 139,000 | 新建仓 |
| 6 | DRVN | DRIVEN BRANDS HLDGS INC | $10.5M | 7.69% | 374,059 | 减持 |
| 7 | H | HYATT HOTELS CORP | $9.6M | 7.02% | 117,963 | 减持 |
| 8 | AVTR | AVANTOR INC | $9.0M | 6.64% | 461,000 | 增持 |
| 9 | SBNY | SIGNATURE BK NEW YORK N Y | $6.8M | 5.02% | 45,234 | 持平 |
| 10 | Z | ZILLOW GROUP INC | $6.6M | 4.88% | 232,102 | 减持 |
| 11 | EWCZ | EUROPEAN WAX CTR INC | $6.5M | 4.80% | 353,872 | 减持 |
| 12 | NOW | SERVICENOW INC | $6.0M | 4.44% | 16,000 | 新建仓 |
| 13 | MCW | MISTER CAR WASH INC | $5.9M | 4.36% | 691,619 | 减持 |
| 14 | MDB | MONGODB INC | $5.8M | 4.26% | 29,200 | 新建仓 |
| 15 | GSHD | GOOSEHEAD INS INC | $2.7M | 2.01% | 76,768 | 增持 |
| 16 | PEGA | PEGASYSTEMS INC | $2.5M | 1.86% | 78,760 | 减持 |
| 17 | ADBE | ADOBE SYSTEMS INCORPORATED | $0 | 0.00% | 0 | 清仓 |
| 18 | HLMN | HILLMAN SOLUTIONS CORP | $0 | 0.00% | 0 | 清仓 |
| 19 | XYZ | BLOCK INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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