Murphy Michael R 13F 持仓 · 最近申报 2016年Q2
Murphy Michael R 在 2016年Q2(报告期截至 2016-06-30)的 SEC 13F 申报中报告了 18 只证券,申报市值合计 2.55 亿美元。前几大持仓:TUBE(11.59%)、FMI(11.54%)、HIVE1(11.33%)。本季前 25 大持仓中:新建仓 4 只、增持 8 只、减持 5 只、清仓 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TUBE | TUBEMOGUL INC | $29.5M | 11.59% | 2.5M | 增持 |
| 2 | FMI | FOUNDATION MEDICINE INC | $29.4M | 11.54% | 1.6M | 增持 |
| 3 | HIVE1 | AEROHIVE NETWORKS INC | $28.8M | 11.33% | 4.4M | 增持 |
| 4 | ININ | INTERACTIVE INTELLIGENCE GRO | $27.4M | 10.77% | 668,756 | 减持 |
| 5 | AGYS | AGILYSYS INC | $23.7M | 9.31% | 2.3M | 持平 |
| 6 | NTRA | NATERA INC | $20.9M | 8.20% | 1.7M | 增持 |
| 7 | AMBR | AMBER RD INC | $19.9M | 7.81% | 2.6M | 增持 |
| 8 | ONTO | NANOMETRICS INC | $14.1M | 5.56% | 680,232 | 减持 |
| 9 | ASNAQ | ASCENA RETAIL GROUP INC | $12.9M | 5.05% | 1.8M | 增持 |
| 10 | XTLY | XACTLY CORP | $12.4M | 4.88% | 970,172 | 增持 |
| 11 | ENTL | ENTELLUS MED INC | $11.5M | 4.50% | 627,441 | 增持 |
| 12 | IXYS | IXYS CORP | $5.2M | 2.04% | 506,408 | 新建仓 |
| 13 | CTRL | CONTROL4 CORP | $5.1M | 2.00% | 625,127 | 减持 |
| 14 | KTWO | K2M GROUP HLDGS INC | $5.0M | 1.97% | 322,715 | 新建仓 |
| 15 | EGAN | EGAIN CORP | $3.6M | 1.42% | 1.3M | 减持 |
| 16 | EXAR | EXAR CORP | $1.8M | 0.71% | 225,278 | 减持 |
| 17 | LPSN | LIVEPERSON INC | $1.8M | 0.71% | 284,712 | 新建仓 |
| 18 | IMPV | IMPERVA INC | $1.5M | 0.60% | 35,700 | 新建仓 |
| 19 | AKAOQ | ACHAOGEN INC | $0 | 0.00% | 0 | 清仓 |
| 20 | BV1 | BAZAARVOICE INC | $0 | 0.00% | 0 | 清仓 |
| 21 | INAPQ | INTERNAP CORP | $0 | 0.00% | 0 | 清仓 |
| 22 | MKTO | MARKETO INC | $0 | 0.00% | 0 | 清仓 |
| 23 | OPWR | OPOWER INC | $0 | 0.00% | 0 | 清仓 |
| 24 | PMC | PHARMERICA CORP | $0 | 0.00% | 0 | 清仓 |
| 25 | SQI | SCIQUEST INC NEW | $0 | 0.00% | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2016-06-30
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