Polarity Investment Partners LP 13F 持仓 · 最近申报 2022年Q1
Polarity Investment Partners 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 4,076.80 万美元。前几大持仓：RNW（13.03%）、GXO（11.89%）、QQQ（8.89%）。本季前 25 大持仓中：新建仓 7 只、增持 8 只、减持 6 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RNW | RENEW ENERGY GLOBAL PLC | $5.3M | 13.03% | 646,483 | 增持 |
| 2 | GXO | GXO LOGISTICS INCORPORATED | $4.8M | 11.89% | 67,931 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $3.6M | 8.89% | 10,000 | 新建仓 |
| 4 | TDY | TELEDYNE TECHNOLOGIES INC | $3.0M | 7.37% | 6,355 | 减持 |
| 5 | ALTR | ALTAIR ENGR INC | $2.7M | 6.65% | 42,132 | 增持 |
| 6 | ST | SENSATA TECHNOLOGIES HLDG PL | $2.4M | 5.81% | 46,547 | 增持 |
| 7 | XPO | XPO LOGISTICS INC | $2.3M | 5.60% | 31,332 | 减持 |
| 8 | APTV | APTIV PLC | $2.3M | 5.56% | 18,943 | 增持 |
| 9 | GM | GENERAL MTRS CO | $1.9M | 4.72% | 44,025 | 减持 |
| 10 | TSLA | TESLA INC | $1.9M | 4.67% | 1,767 | 增持 |
| 11 | FSRN | FISKER INC | $1.5M | 3.78% | 119,309 | 减持 |
| 12 | TER | TERADYNE INC | $1.5M | 3.61% | 12,442 | 新建仓 |
| 13 | CRNC | CERENCE INC | $1.4M | 3.45% | 38,946 | 增持 |
| 14 | FSLR | FIRST SOLAR INC | $1.2M | 2.89% | 14,090 | 增持 |
| 15 | NOVA | SUNNOVA ENERGY INTL INC. | $1.0M | 2.55% | 45,046 | 新建仓 |
| 16 | TPICQ | TPI COMPOSITES INC | $938,000 | 2.30% | 66,725 | 新建仓 |
| 17 | IOT | SAMSARA INC | $861,000 | 2.11% | 53,735 | 新建仓 |
| 18 | STEM | STEM INC | $731,000 | 1.79% | 66,353 | 新建仓 |
| 19 | LGO | LARGO INC | $601,000 | 1.47% | 47,500 | 减持 |
| 20 | RUN | SUNRUN INC | $380,000 | 0.93% | 12,504 | 减持 |
| 21 | FFIE | FARADAY FUTRE INTLGT ELCTR I | $374,000 | 0.92% | 74,900 | 新建仓 |
| 22 | ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | 清仓 |
| 23 | AEVA | AEVA TECHNOLOGIES INC | $0 | 0.00% | 0 | 清仓 |
| 24 | ASPN | ASPEN AEROGELS INC | $0 | 0.00% | 0 | 清仓 |
| 25 | BGRY | BERKSHIRE GREY INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2022-03-31
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