Perimeter Capital Partners, LLC 13F 持仓 · 最近申报 2014年Q3
Perimeter Capital Partners 在 2014年Q3（报告期截至 2014-09-30）的 SEC 13F 申报中报告了 92 只证券，申报市值合计 5,889.50 万美元。前几大持仓：VEA（23.15%）、VUG（16.91%）、VBK（16.29%）。本季前 25 大持仓中：新建仓 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX MANAGED INTL FD | $13.6M | 23.15% | 343,000 | 新建仓 |
| 2 | VUG | VANGUARD INDEX FDS | $10.0M | 16.91% | 99,940 | 新建仓 |
| 3 | VBK | VANGUARD INDEX FDS | $9.6M | 16.29% | 79,711 | 新建仓 |
| 4 | ICLR | ICON PLC | $533,000 | 0.91% | 9,308 | 减持 |
| 5 | AKRXQ | AKORN INC | $532,000 | 0.90% | 14,674 | 减持 |
| 6 | GPK | GRAPHIC PACKAGING HLDG CO | $475,000 | 0.81% | 38,207 | 减持 |
| 7 | NTCT | NETSCOUT SYS INC | $463,000 | 0.79% | 10,107 | 减持 |
| 8 | BCPC | BALCHEM CORP | $453,000 | 0.77% | 7,999 | 减持 |
| 9 | CVA | COVANTA HLDG CORP | $432,000 | 0.73% | 20,340 | 减持 |
| 10 | TMH1 | TEAM HEALTH HOLDINGS INC | $431,000 | 0.73% | 7,436 | 减持 |
| 11 | BYI | BALLY TECHNOLOGIES INC | $406,000 | 0.69% | 5,029 | 新建仓 |
| 12 | WWD | WOODWARD INC | $405,000 | 0.69% | 8,495 | 减持 |
| 13 | PRIM | PRIMORIS SVCS CORP | $398,000 | 0.68% | 14,823 | 减持 |
| 14 | ALGT | ALLEGIANT TRAVEL CO | $397,000 | 0.67% | 3,210 | 减持 |
| 15 | TYL | TYLER TECHNOLOGIES INC | $395,000 | 0.67% | 4,468 | 减持 |
| 16 | BERY | BERRY PLASTICS GROUP INC | $390,000 | 0.66% | 15,449 | 减持 |
| 17 | LCI | LANNET INC | $388,000 | 0.66% | 8,490 | 减持 |
| 18 | MLNX | MELLANOX TECHNOLOGIES LTD | $389,000 | 0.66% | 8,664 | 减持 |
| 19 | LOGM | LOGMEIN INC | $381,000 | 0.65% | 8,270 | 减持 |
| 20 | CASY | CASEYS GEN STORES INC | $373,000 | 0.63% | 5,200 | 减持 |
| 21 | ANAC1 | ANACOR PHARMACEUTICALS INC | $364,000 | 0.62% | 14,870 | 减持 |
| 22 | CORE | CORE MARK HOLDING CO INC | $368,000 | 0.62% | 6,929 | 减持 |
| 23 | WAGE | WAGEWORKS INC | $363,000 | 0.62% | 7,972 | 减持 |
| 24 | MPAA | MOTORCAR PTS AMER INC | $361,000 | 0.61% | 13,277 | 减持 |
| 25 | OPLN | KAR AUCTION SVCS INC | $362,000 | 0.61% | 12,644 | 减持 |
来源：SEC 13F 申报文件 · 截至 2014-09-30
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