New Amsterdam Partners LLC 13F 持仓 · 最近申报 2019年Q1
New Amsterdam Partners 在 2019年Q1（报告期截至 2019-03-31）的 SEC 13F 申报中报告了 107 只证券，申报市值合计 2.72 亿美元。前几大持仓：MASI（3.62%）、GTN（3.42%）、MANH（3.28%）。本季前 25 大持仓中：新建仓 2 只、增持 3 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MASI | Masimo Corp | $9.9M | 3.62% | 71,302 | 减持 |
| 2 | GTN | Gray Television Inc | $9.3M | 3.42% | 436,445 | 减持 |
| 3 | MANH | Manhattan Assocs Inc | $8.9M | 3.28% | 162,074 | 减持 |
| 4 | NSP | Insperity Inc | $7.8M | 2.87% | 63,215 | 减持 |
| 5 | WD | Walker & Dunlop Inc | $7.7M | 2.82% | 150,926 | 减持 |
| 6 | CACI | CACI Intl Inc | $7.6M | 2.80% | 41,974 | 减持 |
| 7 | GIII | G-III Apparel Group Ltd | $7.6M | 2.79% | 190,037 | 增持 |
| 8 | HF1 | HFF Inc Cl A | $7.6M | 2.78% | 158,845 | 减持 |
| 9 | AEL | American Eqty Invt Life Hld | $6.9M | 2.53% | 254,727 | 减持 |
| 10 | EBS | Emergent Biosolutions Inc | $6.2M | 2.29% | 123,288 | 减持 |
| 11 | SAM | Boston Beer Inc Cl A | $6.2M | 2.26% | 20,929 | 减持 |
| 12 | FHI | Federated Invs Inc PA Cl B | $6.1M | 2.25% | 209,454 | 减持 |
| 13 | CRUS | Cirrus Logic Inc | $5.9M | 2.16% | 140,003 | 减持 |
| 14 | ORA | Ormat Technologies inc | $5.7M | 2.09% | 103,234 | 减持 |
| 15 | UI | Ubiquiti Networks Inc | $5.5M | 2.03% | 36,864 | 减持 |
| 16 | WCC | Wesco Intl Inc | $5.4M | 2.00% | 102,723 | 减持 |
| 17 | PBF | PBF Energy Inc Cl A | $5.4M | 1.97% | 172,496 | 减持 |
| 18 | AAWW | Atlas Air Worldwide Hldgs | $5.1M | 1.87% | 100,884 | 减持 |
| 19 | QDEL | Quidel Corp | $4.3M | 1.58% | 65,769 | 新建仓 |
| 20 | TEN1 | Tenneco Inc | $4.3M | 1.58% | 194,159 | 增持 |
| 21 | WOR | Worthington Inds Inc Com | $4.3M | 1.57% | 114,896 | 减持 |
| 22 | KNL | Knoll Inc | $4.2M | 1.53% | 219,909 | 减持 |
| 23 | DHC | Senior Hsg Pptys Tr | $3.8M | 1.41% | 326,056 | 新建仓 |
| 24 | CPK | Chesapeake Utils Corp | $3.7M | 1.37% | 40,839 | 减持 |
| 25 | TMHC | Taylor Morrison Home Corp Shs | $3.7M | 1.37% | 209,557 | 增持 |
来源：SEC 13F 申报文件 · 截至 2019-03-31
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