Omni Partners US LLC 13F 持仓 · 最近申报 2021年Q3
Omni Partners US 在 2021年Q3（报告期截至 2021-09-30）的 SEC 13F 申报中报告了 244 只证券，申报市值合计 19.50 亿美元。前几大持仓：XLNX（9.90%）、INFO（7.58%）、KSU（6.98%）。本季前 25 大持仓中：新建仓 11 只、增持 10 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XLNX | XILINX INC | $193.0M | 9.90% | 1.3M | 减持 |
| 2 | INFO | IHS MARKIT LTD | $147.8M | 7.58% | 1.3M | 增持 |
| 3 | KSU | KANSAS CITY SOUTHERN | $136.0M | 6.98% | 502,637 | 增持 |
| 4 | CLDR | CLOUDERA INC | $127.9M | 6.56% | 8.0M | 增持 |
| 5 | NUAN | NUANCE COMMUNICATIONS INC | $124.4M | 6.38% | 2.3M | 减持 |
| 6 | CVA | COVANTA HLDG CORP | $56.8M | 2.91% | 2.8M | 新建仓 |
| 7 | WBT | WELBILT INC | $54.0M | 2.77% | 2.3M | 新建仓 |
| 8 | KDMN | KADMON HLDGS INC | $47.5M | 2.44% | 5.5M | 新建仓 |
| 9 | MDLA | MEDALLIA INC | $47.2M | 2.42% | 1.4M | 新建仓 |
| 10 | TRIL | TRILLIUM THERAPEUTICS INC | $41.6M | 2.13% | 2.4M | 新建仓 |
| 11 | COHR1 | COHERENT INC | $34.0M | 1.74% | 136,034 | 增持 |
| 12 | UFS | DOMTAR CORP | $33.4M | 1.71% | 612,325 | 增持 |
| 13 | SCR | SCORE MEDIA & GAMING INC | $32.8M | 1.68% | 957,388 | 新建仓 |
| 14 | PPD | PPD INC | $31.6M | 1.62% | 674,380 | 新建仓 |
| 15 | BBL | BHP GROUP PLC | $22.1M | 1.13% | 436,461 | 新建仓 |
| 16 | SEAT | HORIZON ACQUISITION CORP | $19.8M | 1.02% | 2.0M | 新建仓 |
| 17 | MSPR | LIONHEART ACQUISITION CORP I | $18.1M | 0.93% | 1.8M | 增持 |
| 18 | ACAH | ATLANTIC COASTAL ACQUISTN CO | $16.8M | 0.86% | 1.7M | 减持 |
| 19 | LDL | LYDALL INC | $14.2M | 0.73% | 228,416 | 增持 |
| 20 | CHNG | CHANGE HEALTHCARE INC | $13.7M | 0.70% | 654,418 | 减持 |
| 21 | MLAC | MALACCA STRAITS ACQUISITION | $13.3M | 0.68% | 1.3M | 增持 |
| 22 | XENT | INTERSECT ENT INC | $12.4M | 0.64% | 456,396 | 新建仓 |
| 23 | FSRDQ | ECP ENVIRONMENTAL GW OPT COR | $12.0M | 0.62% | 1.2M | 新建仓 |
| 24 | BRDS | SWITCHBACK II CORPORATION | $11.9M | 0.61% | 1.2M | 增持 |
| 25 | RDBX | SEAPORT GLOBAL ACQUISITN COR | $12.0M | 0.61% | 1.2M | 增持 |
来源：SEC 13F 申报文件 · 截至 2021-09-30
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