Marble Arch Investments, LP 13F 持仓 · 最近申报 2018年Q2
Marble Arch Investments 在 2018年Q2（报告期截至 2018-06-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 8,226.50 万美元。前几大持仓：GOOGL（11.60%）、MSFT（10.20%）、TDG（10.07%）。本季前 25 大持仓中：新建仓 1 只、减持 16 只、清仓 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $9.5M | 11.60% | 8,450 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $8.4M | 10.20% | 85,100 | 减持 |
| 3 | TDG | TRANSDIGM GROUP INC | $8.3M | 10.07% | 24,000 | 减持 |
| 4 | V | VISA INC | $7.0M | 8.45% | 52,500 | 减持 |
| 5 | META | FACEBOOK INC | $6.9M | 8.41% | 35,600 | 减持 |
| 6 | CHTR | CHARTER COMMUNICATIONS INC N | $6.4M | 7.77% | 21,800 | 减持 |
| 7 | CRM | SALESFORCE COM INC | $5.5M | 6.71% | 40,500 | 减持 |
| 8 | SPR | SPIRIT AEROSYSTEMS HLDGS INC | $5.5M | 6.71% | 64,300 | 减持 |
| 9 | NOW | SERVICENOW INC | $5.5M | 6.70% | 31,950 | 减持 |
| 10 | FDC | FIRST DATA CORP NEW | $4.5M | 5.44% | 214,000 | 新建仓 |
| 11 | AMAT | APPLIED MATLS INC | $4.0M | 4.81% | 85,600 | 减持 |
| 12 | PAGS | PAGSEGURO DIGITAL LTD | $3.3M | 3.98% | 118,000 | 减持 |
| 13 | BKNG | BOOKING HLDGS INC | $1.7M | 2.04% | 830 | 减持 |
| 14 | AWI | ARMSTRONG WORLD INDS INC NEW | $1.6M | 2.00% | 26,000 | 减持 |
| 15 | TMX | SERVICEMASTER GLOBAL HLDGS I | $1.6M | 1.89% | 26,100 | 减持 |
| 16 | WTW | WILLIS TOWERS WATSON PUB LTD | $1.5M | 1.84% | 10,000 | 减持 |
| 17 | BKI | BLACK KNIGHT INC | $1.1M | 1.37% | 21,000 | 减持 |
| 18 | DBX | DROPBOX INC | $0 | 0.00% | 0 | 清仓 |
| 19 | DHI | D R HORTON INC | $0 | 0.00% | 0 | 清仓 |
| 20 | FWONK | LIBERTY MEDIA CORP DELAWARE | $0 | 0.00% | 0 | 清仓 |
| 21 | LBRDK | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | 清仓 |
| 22 | PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | 清仓 |
| 23 | WATT | ENERGOUS CORP | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2018-06-30
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