Noked Capital LTD 13F 持仓 · 最近申报 2022年Q3
Noked Capital 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 9.46 亿美元。前几大持仓：FTCHQ（48.67%）、VRNT（8.81%）、INMD（5.00%）。本季前 25 大持仓中：新建仓 5 只、增持 9 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FTCHQ | FARFETCH LTD | $460.4M | 48.67% | 5.0M | 新建仓 |
| 2 | VRNT | VERINT SYSTEMS INC | $83.4M | 8.81% | 1.0M | 持平 |
| 3 | INMD | INMODE LTD | $47.3M | 5.00% | 1.6M | 增持 |
| 4 | AAPL | APPLE INC | $39.0M | 4.12% | 282,311 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $38.8M | 4.10% | 166,723 | 增持 |
| 6 | ENPH | ENPHASE ENERGY INC | $33.0M | 3.48% | 118,789 | 减持 |
| 7 | PANW | PALO ALTO NETWORKS INC | $23.4M | 2.47% | 142,710 | 增持 |
| 8 | SEDG | SOLAREDGE TECHNOLOGIES INC | $23.1M | 2.44% | 99,869 | 减持 |
| 9 | MNDY | MONDAY COM LTD | $22.6M | 2.39% | 199,648 | 减持 |
| 10 | NICE | NICE LTD | $21.7M | 2.29% | 115,040 | 减持 |
| 11 | WIX | WIX COM LTD | $20.5M | 2.17% | 262,364 | 新建仓 |
| 12 | XBI | SPDR SER TR | $14.5M | 1.53% | 182,582 | 增持 |
| 13 | AMZN | AMAZON COM INC | $13.5M | 1.43% | 119,595 | 增持 |
| 14 | TAN | INVESCO EXCH TRADED FD TR II | $13.4M | 1.41% | 181,535 | 新建仓 |
| 15 | SQSP | SQUARESPACE INC | $11.1M | 1.17% | 518,830 | 增持 |
| 16 | KWEB | KRANESHARES TR | $10.9M | 1.16% | 444,369 | 减持 |
| 17 | PPH | VANECK ETF TRUST | $9.4M | 0.99% | 140,000 | 持平 |
| 18 | XLYI | SELECT SECTOR SPDR TR | $8.4M | 0.89% | 8,266 | 增持 |
| 19 | POOL | POOL CORP | $8.2M | 0.87% | 25,726 | 减持 |
| 20 | MDB | MONGODB INC | $6.9M | 0.73% | 34,812 | 减持 |
| 21 | SMH | VANECK ETF TRUST | $5.3M | 0.56% | 28,700 | 增持 |
| 22 | IACC | ION ACQUISITION CORP 3 LTD | $4.3M | 0.46% | 440,000 | 持平 |
| 23 | NVMI | NOVA LTD | $3.8M | 0.40% | 44,281 | 减持 |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $3.0M | 0.31% | 18,000 | 新建仓 |
| 25 | IGV | ISHARES TR | $2.9M | 0.31% | 11,550 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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