Leap Investments LP 13F 持仓 · 最近申报 2020年Q2
Leap Investments 在 2020年Q2（报告期截至 2020-06-30）的 SEC 13F 申报中报告了 388 只证券，申报市值合计 1.52 亿美元。前几大持仓：PENN（0.95%）、CRWD（0.85%）、DPZ（0.83%）。本季前 25 大持仓中：新建仓 21 只、增持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PENN | Penn National Gaming Inc | $1.4M | 0.95% | 47,400 | 新建仓 |
| 2 | CRWD | Crowdstrike Holdings Inc | $1.3M | 0.85% | 12,900 | 新建仓 |
| 3 | DPZ | Domino's Pizza Inc | $1.3M | 0.83% | 3,400 | 新建仓 |
| 4 | PSX | Phillips 66 | $1.2M | 0.77% | 16,307 | 新建仓 |
| 5 | SGEN | Seattle Genetics Inc | $1.1M | 0.74% | 6,600 | 新建仓 |
| 6 | DFS | Discover Financial Services | $1.1M | 0.72% | 21,900 | 新建仓 |
| 7 | AMD | Advanced Micro Devices Inc | $984,000 | 0.65% | 18,700 | 新建仓 |
| 8 | UBER | Uber Technologies Inc | $991,000 | 0.65% | 31,900 | 新建仓 |
| 9 | KO | Coca-Cola Co/The | $952,000 | 0.63% | 21,300 | 新建仓 |
| 10 | NLY | Annaly Capital Management Inc | $962,000 | 0.63% | 146,700 | 新建仓 |
| 11 | RTX | Raytheon Technologies Corp | $937,000 | 0.62% | 15,200 | 新建仓 |
| 12 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $948,000 | 0.62% | 16,700 | 新建仓 |
| 13 | WDC | Western Digital Corp | $945,000 | 0.62% | 21,400 | 增持 |
| 14 | DXCM | DexCom Inc | $932,000 | 0.61% | 2,300 | 新建仓 |
| 15 | F | Ford Motor Co | $932,000 | 0.61% | 153,300 | 新建仓 |
| 16 | LUV | Southwest Airlines Co | $923,000 | 0.61% | 27,000 | 增持 |
| 17 | NIO | NIO Inc | $926,000 | 0.61% | 119,900 | 增持 |
| 18 | CCI | Crown Castle International Corp | $904,000 | 0.60% | 5,400 | 新建仓 |
| 19 | FNF | Fidelity National Financial Inc | $904,000 | 0.60% | 29,500 | 新建仓 |
| 20 | PDD | Pinduoduo Inc | $910,000 | 0.60% | 10,600 | 增持 |
| 21 | INTC | Intel Corp | $897,000 | 0.59% | 15,000 | 新建仓 |
| 22 | LVS | Las Vegas Sands Corp | $893,000 | 0.59% | 19,600 | 新建仓 |
| 23 | NOC | Northrop Grumman Corp | $892,000 | 0.59% | 2,900 | 新建仓 |
| 24 | TXN | Texas Instruments Inc | $889,000 | 0.59% | 7,000 | 新建仓 |
| 25 | CMCSA | Comcast Corp | $881,000 | 0.58% | 22,600 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2020-06-30
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