Omni Partners LLP 13F 持仓 · 最近申报 2021年Q1
Omni Partners 在 2021年Q1（报告期截至 2021-03-31）的 SEC 13F 申报中报告了 248 只证券，申报市值合计 20.29 亿美元。前几大持仓：RP（8.11%）、ALXN（7.56%）、WORK（6.57%）。本季前 25 大持仓中：新建仓 8 只、增持 8 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RP | REALPAGE INC | $164.6M | 8.11% | 1.9M | 增持 |
| 2 | ALXN | ALEXION PHARMACEUTICALS INC | $153.4M | 7.56% | 1.0M | 增持 |
| 3 | WORK | SLACK TECHNOLOGIES INC | $133.3M | 6.57% | 3.3M | 增持 |
| 4 | XLNX | XILINX INC | $121.7M | 6.00% | 981,992 | 减持 |
| 5 | WTW | WILLIS TOWERS WATSON PLC LTD | $87.9M | 4.33% | 383,868 | 减持 |
| 6 | GWPH | GW PHARMACEUTICALS PLC | $87.4M | 4.31% | 403,061 | 新建仓 |
| 7 | VAR | VARIAN MED SYS INC | $82.2M | 4.05% | 465,792 | 减持 |
| 8 | KSU | KANSAS CITY SOUTHERN | $81.0M | 3.99% | 306,846 | 增持 |
| 9 | IPHI | INPHI CORP | $73.9M | 3.64% | 414,071 | 增持 |
| 10 | NAV | NAVISTAR INTL CORP NEW | $71.5M | 3.52% | 1.6M | 减持 |
| 11 | GRUB1 | GRUBHUB INC | $70.5M | 3.48% | 1.2M | 减持 |
| 12 | MXIM | MAXIM INTEGRATED PRODS INC | $68.6M | 3.38% | 750,782 | 增持 |
| 13 | CHNG | CHANGE HEALTHCARE INC | $57.2M | 2.82% | 2.6M | 新建仓 |
| 14 | INFO | IHS MARKIT LTD | $52.2M | 2.57% | 539,813 | 增持 |
| 15 | VWE | BESPOKE CAP ACQUISITION CORP | $39.6M | 1.95% | 4.0M | 新建仓 |
| 16 | FLIR | FLIR SYS INC | $38.7M | 1.91% | 686,066 | 新建仓 |
| 17 | GNMK | GENMARK DIAGNOSTICS INC | $36.8M | 1.81% | 1.5M | 新建仓 |
| 18 | CLGX | CORELOGIC INC | $32.0M | 1.57% | 403,225 | 减持 |
| 19 | PS | PLURALSIGHT INC | $25.6M | 1.26% | 1.1M | 增持 |
| 20 | WTRE1 | WATFORD HLDGS LTD | $24.6M | 1.21% | 711,778 | 减持 |
| 21 | SKIL | CHURCHILL CAP CORP II | $22.3M | 1.10% | 2.2M | 减持 |
| 22 | BPFH | BOSTON PRIVATE FINL HLDGS IN | $21.9M | 1.08% | 1.6M | 新建仓 |
| 23 | CATM | CARDTRONICS PLC | $14.9M | 0.74% | 385,266 | 新建仓 |
| 24 | PRSP | PERSPECTA INC | $14.6M | 0.72% | 502,086 | 新建仓 |
| 25 | SOGO | SOGOU INC | $14.1M | 0.69% | 1.9M | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-03-31
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