Invicta Capital Management, LLC 13F 持仓 · 最近申报 2015年Q1
Invicta Capital Management 在 2015年Q1（报告期截至 2015-03-31）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 1.25 亿美元。前几大持仓：BLOX（10.11%）、TSEM（8.44%）、SAAS（6.19%）。本季前 25 大持仓中：新建仓 7 只、增持 5 只、减持 11 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BLOX | INFOBLOX INC | $12.6M | 10.11% | 529,400 | 减持 |
| 2 | TSEM | TOWER SEMICONDUCTOR LTD | $10.6M | 8.44% | 621,700 | 减持 |
| 3 | SAAS | INCONTACT INC | $7.7M | 6.19% | 709,500 | 新建仓 |
| 4 | MTSN | MATTSON TECHNOLOGY INC | $7.5M | 5.99% | 1.9M | 减持 |
| 5 | KVHI | KVH INDUSTRIES INC | $6.6M | 5.26% | 435,252 | 减持 |
| 6 | QUMU | QUMU CORPORATION | $6.5M | 5.23% | 488,039 | 增持 |
| 7 | KFX | KOFAX LTD | $6.3M | 5.05% | 576,900 | 减持 |
| 8 | PAY2 | VERIFONE HOLDINGS INC | $6.0M | 4.83% | 172,900 | 减持 |
| 9 | PFPT | PROOFPOINT INC | $5.8M | 4.65% | 98,200 | 减持 |
| 10 | TNAV | TELENAV INC | $5.8M | 4.62% | 729,112 | 减持 |
| 11 | SGI | SILICON GRAPHICS INTERNATIONAL CORP | $5.6M | 4.52% | 650,000 | 新建仓 |
| 12 | CTRL | CONTROL4 CORP | $5.5M | 4.43% | 462,100 | 增持 |
| 13 | SIMO | SILICON MOTION TECHNOL-ADR | $5.4M | 4.30% | 200,000 | 新建仓 |
| 14 | QLIK | QLIK TECHNOLOGIES INC | $4.7M | 3.74% | 150,000 | 新建仓 |
| 15 | RKUS | RUCKUS WIRELESS INC | $4.5M | 3.58% | 348,000 | 增持 |
| 16 | RAMP | ACXIOM CORP | $4.3M | 3.47% | 234,500 | 增持 |
| 17 | MWW | MONSTER WORLDWIDE INC | $4.1M | 3.24% | 639,593 | 新建仓 |
| 18 | ADEP | ADEPT TECHNOLOGY INC | $4.0M | 3.22% | 655,100 | 增持 |
| 19 | SCOR | COMSCORE INC | $4.0M | 3.16% | 77,200 | 减持 |
| 20 | EGAN | EGAIN CORPORATION | $2.6M | 2.09% | 793,400 | 减持 |
| 21 | HEAR | TURTLE BEACH CORPORATION | $1.9M | 1.53% | 1.0M | 减持 |
| 22 | REFR | RESEARCH FRONTIERS INC | $1.6M | 1.30% | 267,100 | 新建仓 |
| 23 | HTCH | HUTCHINSON TECH | $1.3M | 1.03% | 480,853 | 新建仓 |
| 24 | ARC | ARC DOCUMENT SOLUTIONS INC COM | $0 | 0.00% | 0 | 清仓 |
| 25 | CALX | CALIX NETWORKS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2015-03-31
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