Sarissa Consulting LLC 13F 持仓 · 最近申报 2022年Q3
Sarissa Consulting 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 9,688.90 万美元。前几大持仓：Y（8.40%）、NLSN（8.01%）、CTXS（6.38%）。本季前 25 大持仓中：新建仓 10 只、增持 11 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | Y | ALLEGHANY CORP MD | $8.1M | 8.40% | 9,700 | 新建仓 |
| 2 | NLSN | NIELSEN HLDGS PLC | $7.8M | 8.01% | 280,000 | 增持 |
| 3 | CTXS | CITRIX SYS INC | $6.2M | 6.38% | 59,500 | 增持 |
| 4 | CHNG | CHANGE HEALTHCARE INC | $3.8M | 3.94% | 138,700 | 增持 |
| 5 | ATVI | ACTIVISION BLIZZARD INC | $3.6M | 3.75% | 48,900 | 增持 |
| 6 | AVLR | AVALARA INC | $3.6M | 3.74% | 39,500 | 新建仓 |
| 7 | ROG | ROGERS CORP | $3.4M | 3.51% | 14,058 | 持平 |
| 8 | TEN1 | TENNECO INC | $3.0M | 3.12% | 173,844 | 增持 |
| 9 | SJR | SHAW COMMUNICATIONS INC | $3.0M | 3.05% | 0 | 持平 |
| 10 | PING | PING IDENTITY HLDG CORP | $2.6M | 2.71% | 93,427 | 新建仓 |
| 11 | SRLP | SPRAGUE RES LP COM | $2.5M | 2.60% | 127,013 | 增持 |
| 12 | AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $2.5M | 2.56% | 26,000 | 新建仓 |
| 13 | TGNA | TEGNA INC | $2.5M | 2.53% | 118,517 | 增持 |
| 14 | TSEM | TOWER SEMICONDUCTOR LTD | $2.3M | 2.38% | 52,561 | 增持 |
| 15 | ONEM | 1LIFE HEALTHCARE INC | $2.3M | 2.33% | 131,666 | 新建仓 |
| 16 | TWTR | TWITTER INC | $2.3M | 2.33% | 51,600 | 增持 |
| 17 | BRG | BLUEROCK RESIDENTIAL GWT REI | $2.2M | 2.29% | 83,058 | 减持 |
| 18 | ZEN | ZENDESK INC | $2.1M | 2.17% | 27,600 | 新建仓 |
| 19 | IS | IRONSOURCE LTD | $2.0M | 2.02% | 568,560 | 新建仓 |
| 20 | SHLX | SHELL MIDSTREAM PARTNERS L P | $1.9M | 1.96% | 120,000 | 新建仓 |
| 21 | MTBLY | RENREN INC | $1.8M | 1.86% | 60,761 | 增持 |
| 22 | GBT | GLOBAL BLOOD THERAPEUTICS IN | $1.8M | 1.83% | 26,000 | 新建仓 |
| 23 | SJI | SOUTH JERSEY INDS INC | $1.7M | 1.77% | 51,224 | 增持 |
| 24 | LCID | LUCID GROUP INC | $1.6M | 1.70% | 117,793 | 持平 |
| 25 | LHCG | LHC GROUP INC | $1.6M | 1.69% | 10,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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