Quentec Asset Management LLC 13F 持仓 · 最近申报 2017年Q4
Quentec Asset Management 在 2017年Q4（报告期截至 2017-12-31）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 6.34 亿美元。前几大持仓：TXN（11.53%）、LITE（9.66%）、VIAV（4.56%）。本季前 25 大持仓中：新建仓 8 只、增持 5 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TXN | TEXAS INSTRS INC | $73.1M | 11.53% | 700,000 | 新建仓 |
| 2 | LITE | LUMENTUM HLDGS INC | $61.3M | 9.66% | 1.3M | 减持 |
| 3 | VIAV | VIAVI SOLUTIONS INC | $28.9M | 4.56% | 3.3M | 减持 |
| 4 | NFLX | NETFLIX INC | $28.8M | 4.54% | 150,000 | 新建仓 |
| 5 | RUN | SUNRUN INC | $27.2M | 4.29% | 4.6M | 减持 |
| 6 | CSIQ | CANADIAN SOLAR INC | $26.8M | 4.22% | 1.6M | 减持 |
| 7 | FN | FABRINET | $24.2M | 3.82% | 844,066 | 增持 |
| 8 | CAFD | 8POINT3 ENERGY PARTNERS LP | $22.7M | 3.58% | 1.5M | 减持 |
| 9 | IPHI | INPHI CORP | $22.5M | 3.54% | 613,663 | 增持 |
| 10 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $21.0M | 3.31% | 645,962 | 新建仓 |
| 11 | CHL | CHINA MOBILE LIMITED | $20.5M | 3.23% | 405,268 | 减持 |
| 12 | FTNT | FORTINET INC | $18.9M | 2.98% | 432,300 | 增持 |
| 13 | WDC | WESTERN DIGITAL CORP | $18.9M | 2.98% | 237,900 | 新建仓 |
| 14 | MU | MICRON TECHNOLOGY INC | $18.8M | 2.97% | 457,430 | 减持 |
| 15 | NPTN | NEOPHOTONICS CORP | $17.7M | 2.80% | 2.7M | 增持 |
| 16 | VSLR | VIVINT SOLAR INC | $16.3M | 2.57% | 4.0M | 增持 |
| 17 | HIMX | HIMAX TECHNOLOGIES INC | $15.7M | 2.48% | 1.5M | 减持 |
| 18 | CMCSA | COMCAST CORP NEW | $15.6M | 2.46% | 390,000 | 新建仓 |
| 19 | SYNA | SYNAPTICS INC | $13.3M | 2.10% | 333,333 | 新建仓 |
| 20 | NOW | SERVICENOW INC | $12.9M | 2.03% | 98,900 | 减持 |
| 21 | TSLA | TESLA INC | $12.5M | 1.96% | 40,000 | 减持 |
| 22 | CRM | SALESFORCE COM INC | $10.6M | 1.68% | 104,000 | 新建仓 |
| 23 | JKS | JINKOSOLAR HLDG CO LTD | $9.3M | 1.46% | 385,300 | 新建仓 |
| 24 | RHT | RED HAT INC | $8.9M | 1.40% | 73,700 | 减持 |
| 25 | FNSR | FINISAR CORP | $8.0M | 1.26% | 393,576 | 减持 |
来源：SEC 13F 申报文件 · 截至 2017-12-31
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