Private Advisors, LLC 13F 持仓 · 最近申报 2020年Q3
Private Advisors 在 2020年Q3（报告期截至 2020-09-30）的 SEC 13F 申报中报告了 169 只证券，申报市值合计 1.42 亿美元。前几大持仓：RNST（2.93%）、FISV（2.62%）、BXC（2.32%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RNST | RENASANT CORP | $4.2M | 2.93% | 183,964 | 持平 |
| 2 | FISV | FISERV INC | $3.7M | 2.62% | 36,151 | 增持 |
| 3 | BXC | BLUELINX HLDGS INC | $3.3M | 2.32% | 153,426 | 减持 |
| 4 | TWLO | TWILIO INC | $3.2M | 2.27% | 13,096 | 持平 |
| 5 | LVGO | LIVONGO HEALTH INC | $3.2M | 2.23% | 22,656 | 持平 |
| 6 | GOOG | ALPHABET INC | $3.0M | 2.13% | 2,064 | 减持 |
| 7 | META | FACEBOOK INC | $3.0M | 2.13% | 11,590 | 减持 |
| 8 | AMZN | AMAZON COM INC | $2.6M | 1.85% | 835 | 减持 |
| 9 | SPLK | SPLUNK INC | $2.6M | 1.82% | 13,764 | 增持 |
| 10 | IMXI | INTERNATIONAL MNY EXPRESS IN | $2.5M | 1.76% | 174,042 | 减持 |
| 11 | HOME | AT HOME GROUP INC | $2.5M | 1.75% | 167,861 | 减持 |
| 12 | SCHW | SCHWAB CHARLES CORP | $2.4M | 1.71% | 67,364 | 持平 |
| 13 | DOMO | DOMO INC | $2.4M | 1.70% | 63,076 | 减持 |
| 14 | BCML | BAYCOM CORP | $1.8M | 1.24% | 171,160 | 持平 |
| 15 | AJRD | AEROJET ROCKETDYNE HLDGS INC | $1.7M | 1.21% | 43,303 | 增持 |
| 16 | NET | CLOUDFLARE INC | $1.7M | 1.19% | 41,439 | 增持 |
| 17 | FOXA | FOX CORP | $1.7M | 1.18% | 60,558 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $1.7M | 1.16% | 7,857 | 减持 |
| 19 | TW | TRADEWEB MKTS INC | $1.6M | 1.14% | 27,974 | 增持 |
| 20 | VCTR | VICTORY CAP HLDGS INC | $1.6M | 1.14% | 95,893 | 减持 |
| 21 | AON | AON PLC | $1.5M | 1.08% | 7,484 | 新建仓 |
| 22 | UPLD | UPLAND SOFTWARE INC | $1.5M | 1.05% | 39,722 | 持平 |
| 23 | PSTH | PERSHING SQUARE TONTINE HLDG | $1.5M | 1.03% | 69,371 | 新建仓 |
| 24 | LBRDK | LIBERTY BROADBAND CORP | $1.4M | 1.01% | 10,022 | 增持 |
| 25 | OSW | ONESPAWORLD HOLDINGS LIMITED | $1.4M | 1.01% | 220,383 | 减持 |
来源：SEC 13F 申报文件 · 截至 2020-09-30
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