Pomelo Capital LLC 13F 持仓 · 最近申报 2018年Q3
Pomelo Capital 在 2018年Q3（报告期截至 2018-09-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 10.42 亿美元。前几大持仓：RH（12.85%）、WW（11.41%）、HLF（10.40%）。本季前 25 大持仓中：新建仓 2 只、增持 8 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RH | RH | $134.0M | 12.85% | 1.0M | 持平 |
| 2 | WW | WEIGHT WATCHERS INTL INC NEW | $118.9M | 11.41% | 1.7M | 增持 |
| 3 | HLF | HERBALIFE LTD | $108.4M | 10.40% | 2.0M | 减持 |
| 4 | TSLA | TESLA INC | $61.3M | 5.88% | 231,520 | 增持 |
| 5 | NBIS | YANDEX N V | $51.0M | 4.89% | 1.6M | 增持 |
| 6 | BHC | BAUSCH HEALTH COS INC | $46.7M | 4.48% | 1.8M | 新建仓 |
| 7 | NAV | MADISON SQUARE GARDEN CO NEW | $37.6M | 3.61% | 976,500 | 持平 |
| 8 | CSIQ | CANADIAN SOLAR INC | $28.2M | 2.70% | 1.2M | 持平 |
| 9 | GNCIQ | GNC HLDGS INC | $25.8M | 2.47% | 6.2M | 增持 |
| 10 | MNKKQ | MALLINCKRODT PUB LTD CO | $25.5M | 2.45% | 871,397 | 减持 |
| 11 | YPF | YPF SOCIEDAD ANONIMA | $22.7M | 2.18% | 1.5M | 增持 |
| 12 | TWTR | TWITTER INC | $21.8M | 2.09% | 765,000 | 增持 |
| 13 | LUMN | CEMEX SAB DE CV | $19.9M | 1.91% | 940,600 | 持平 |
| 14 | TSLA | TESLA INC | $17.4M | 1.66% | 0 | 持平 |
| 15 | CX | CEMEX SAB DE CV | $17.2M | 1.65% | 2.4M | 持平 |
| 16 | AK STL CORP | $16.4M | 1.57% | 0 | 持平 | |
| 17 | NAV | NAVISTAR INTL CORP NEW | $16.3M | 1.56% | 0 | 减持 |
| 18 | P | PANDORA MEDIA INC | $16.0M | 1.53% | 1.7M | 持平 |
| 19 | TWTR | TWITTER INC | $15.5M | 1.49% | 0 | 增持 |
| 20 | GME | GAMESTOP CORP NEW | $15.4M | 1.48% | 1.0M | 减持 |
| 21 | UNIT | TWITTER INC | $15.4M | 1.48% | 764,900 | 增持 |
| 22 | YANDEX NV | $15.2M | 1.46% | 0 | 持平 | |
| 23 | RH | RESTORATION HARDWARE HLDGS I | $13.9M | 1.34% | 0 | 新建仓 |
| 24 | PSEC | PANDORA MEDIA INC | $13.7M | 1.32% | 1.9M | 持平 |
| 25 | HERBALIFE LTD | $13.0M | 1.25% | 0 | 减持 |
来源：SEC 13F 申报文件 · 截至 2018-09-30
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