Pco Investment Management LP 13F 持仓 · 最近申报 2015年Q2
Pco Investment Management 在 2015年Q2（报告期截至 2015-06-30）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 1.77 亿美元。前几大持仓：RAX（6.00%）、HURN（5.41%）、MSFT（5.20%）。本季前 25 大持仓中：新建仓 7 只、增持 11 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RAX | RACKSPACE HOSTING INC | $10.6M | 6.00% | 286,251 | 增持 |
| 2 | HURN | HURON CONSULTING GROUP INC | $9.6M | 5.41% | 136,851 | 新建仓 |
| 3 | MSFT | MICROSOFT CORP | $9.2M | 5.20% | 208,880 | 增持 |
| 4 | TYC | TYCO INTL PLC | $8.6M | 4.87% | 224,250 | 新建仓 |
| 5 | CKEC | CARMIKE CINEMAS INC | $7.5M | 4.20% | 280,905 | 增持 |
| 6 | DFS | DISCOVER FINL SVCS | $7.4M | 4.19% | 129,024 | 减持 |
| 7 | PARA | CBS CORP NEW | $7.4M | 4.16% | 132,939 | 增持 |
| 8 | HUBB | HUBBELL INC | $7.3M | 4.13% | 67,665 | 增持 |
| 9 | INAPQ | INTERNAP CORP | $6.8M | 3.82% | 731,623 | 增持 |
| 10 | PWR | QUANTA SVCS INC | $6.5M | 3.68% | 226,309 | 新建仓 |
| 11 | ASNAQ | ASCENA RETAIL GROUP INC | $5.8M | 3.29% | 350,630 | 增持 |
| 12 | KS | KAPSTONE PAPER & PACKAGING C | $5.8M | 3.27% | 250,618 | 增持 |
| 13 | AEO | AMERICAN EAGLE OUTFITTERS NE | $5.6M | 3.17% | 326,242 | 减持 |
| 14 | AVGTF | AVG TECHNOLOGIES N V | $5.2M | 2.96% | 192,611 | 新建仓 |
| 15 | KFY | KORN FERRY INTL | $5.2M | 2.95% | 150,420 | 减持 |
| 16 | A | AGILENT TECHNOLOGIES INC | $5.2M | 2.94% | 135,100 | 新建仓 |
| 17 | TG | TREDEGAR CORP | $5.0M | 2.85% | 228,376 | 增持 |
| 18 | CALX | CALIX INC | $5.0M | 2.83% | 659,179 | 减持 |
| 19 | TRCO | TRIBUNE MEDIA CO | $4.9M | 2.76% | 91,572 | 减持 |
| 20 | WEB | WEB COM GROUP INC | $4.8M | 2.69% | 197,166 | 增持 |
| 21 | URBN | URBAN OUTFITTERS INC | $4.7M | 2.66% | 135,000 | 新建仓 |
| 22 | LADR | LADDER CAP CORP | $4.7M | 2.65% | 270,694 | 减持 |
| 23 | EXTR | EXTREME NETWORKS INC | $4.5M | 2.56% | 1.7M | 增持 |
| 24 | URI | UNITED RENTALS INC | $4.2M | 2.37% | 47,990 | 新建仓 |
| 25 | MEG1 | MEDIA GEN INC NEW | $4.1M | 2.30% | 247,330 | 减持 |
来源：SEC 13F 申报文件 · 截至 2015-06-30
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