NF Trinity Capital (Hong Kong) Ltd 13F 持仓 · 最近申报 2019年Q1
NF Trinity Capital (Hong Kong) 在 2019年Q1（报告期截至 2019-03-31）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 6.26 亿美元。前几大持仓：BABA（18.47%）、GOOGL（10.18%）、META（8.02%）。本季前 25 大持仓中：增持 5 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $115.6M | 18.47% | 633,495 | 减持 |
| 2 | GOOGL | ALPHABET INC | $63.7M | 10.18% | 54,130 | 持平 |
| 3 | META | FACEBOOK INC | $50.2M | 8.02% | 301,048 | 减持 |
| 4 | BAC | BANK AMER CORP | $47.5M | 7.59% | 1.7M | 减持 |
| 5 | DIS | DISNEY WALT CO | $42.7M | 6.82% | 384,681 | 增持 |
| 6 | JD | JD COM INC | $41.5M | 6.63% | 1.4M | 减持 |
| 7 | BIDU | BAIDU INC | $21.8M | 3.49% | 132,383 | 减持 |
| 8 | NXPI | NXP SEMICONDUCTORS N V | $19.8M | 3.16% | 223,600 | 减持 |
| 9 | C | CITIGROUP INC | $17.5M | 2.79% | 280,762 | 持平 |
| 10 | AMZN | AMAZON COM INC | $16.7M | 2.66% | 9,355 | 增持 |
| 11 | AGN | ALLERGAN PLC | $15.9M | 2.54% | 108,448 | 持平 |
| 12 | EDU | NEW ORIENTAL ED & TECH GRP I | $14.3M | 2.29% | 158,916 | 持平 |
| 13 | OLED | UNIVERSAL DISPLAY CORP | $12.1M | 1.94% | 79,394 | 减持 |
| 14 | XLE | SELECT SECTOR SPDR TR | $11.7M | 1.86% | 176,280 | 持平 |
| 15 | ALXN | ALEXION PHARMACEUTICALS INC | $11.2M | 1.78% | 82,500 | 增持 |
| 16 | ON | ON SEMICONDUCTOR CORP | $10.4M | 1.66% | 504,000 | 减持 |
| 17 | LBTYA | LIBERTY GLOBAL PLC | $9.4M | 1.49% | 375,251 | 增持 |
| 18 | WB | WEIBO CORP | $9.1M | 1.46% | 147,050 | 持平 |
| 19 | ZAYO | ZAYO GROUP HLDGS INC | $8.6M | 1.38% | 303,290 | 持平 |
| 20 | ADSK | AUTODESK INC | $8.6M | 1.37% | 55,000 | 持平 |
| 21 | V | VISA INC | $8.4M | 1.35% | 54,000 | 持平 |
| 22 | AAPL | APPLE INC | $7.3M | 1.17% | 38,614 | 减持 |
| 23 | OPTU | ALTICE USA INC | $7.3M | 1.16% | 339,042 | 持平 |
| 24 | BMRN | BIOMARIN PHARMACEUTICAL INC | $6.9M | 1.10% | 77,764 | 减持 |
| 25 | BMY | BRISTOL MYERS SQUIBB CO | $6.5M | 1.04% | 137,000 | 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