Peak Ten Capital LLC 13F 持仓 · 最近申报 2015年Q3
Peak Ten Capital 在 2015年Q3（报告期截至 2015-09-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 4,651.70 万美元。前几大持仓：INOV2（9.33%）、QLIK（8.82%）、AMZN（5.50%）。本季前 25 大持仓中：新建仓 4 只、增持 15 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | INOV2 | INOVALON HLDGS INC | $4.3M | 9.33% | 208,244 | 增持 |
| 2 | QLIK | QLIK TECHNOLOGIES INC | $4.1M | 8.82% | 112,500 | 增持 |
| 3 | AMZN | AMAZON COM INC | $2.6M | 5.50% | 5,000 | 持平 |
| 4 | GOOGL | GOOGLE INC | $2.6M | 5.49% | 4,000 | 减持 |
| 5 | VMW | VMWARE INC | $2.4M | 5.13% | 30,300 | 减持 |
| 6 | ZEN | ZENDESK INC | $2.3M | 5.05% | 119,164 | 增持 |
| 7 | SPLK | SPLUNK INC | $2.2M | 4.65% | 39,100 | 增持 |
| 8 | SPWRQ | SUNPOWER CORP | $2.0M | 4.31% | 100,000 | 增持 |
| 9 | DATA | TABLEAU SOFTWARE INC | $2.0M | 4.29% | 25,000 | 新建仓 |
| 10 | N | NETSUITE INC | $1.9M | 4.05% | 22,476 | 增持 |
| 11 | CRM | SALESFORCE COM INC | $1.7M | 3.73% | 25,010 | 增持 |
| 12 | VYX | NCR CORP NEW | $1.7M | 3.70% | 75,583 | 增持 |
| 13 | LNKD | LINKEDIN CORP | $1.5M | 3.27% | 8,000 | 增持 |
| 14 | NMBL | NIMBLE STORAGE INC | $1.4M | 3.12% | 60,115 | 减持 |
| 15 | VJTTY | VOXELJET AG | $1.4M | 3.04% | 312,392 | 增持 |
| 16 | CI | CIGNA CORPORATION | $1.4M | 2.90% | 10,000 | 增持 |
| 17 | BIIB | BIOGEN INC | $1.3M | 2.82% | 4,500 | 新建仓 |
| 18 | FSLR | FIRST SOLAR INC | $1.3M | 2.76% | 30,000 | 增持 |
| 19 | ZNGA | ZYNGA INC | $1.2M | 2.57% | 525,000 | 增持 |
| 20 | PAYC | PAYCOM SOFTWARE INC | $1.2M | 2.53% | 32,802 | 减持 |
| 21 | META | FACEBOOK INC | $1.1M | 2.42% | 12,500 | 新建仓 |
| 22 | WDAY | WORKDAY INC | $1.0M | 2.22% | 15,000 | 减持 |
| 23 | ATML | ATMEL CORP | $968,000 | 2.08% | 120,000 | 增持 |
| 24 | VIAV | VIAVI SOLUTIONS INC | $806,000 | 1.73% | 150,000 | 新建仓 |
| 25 | MNDT | FIREEYE INC | $796,000 | 1.71% | 25,000 | 增持 |
来源：SEC 13F 申报文件 · 截至 2015-09-30
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