Serengeti Asset Management LP 13F 持仓 · 最近申报 2022年Q3
Serengeti Asset Management 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 3,182.90 万美元。前几大持仓：APO（36.52%）、PCG（18.17%）、AUR（7.64%）。本季前 25 大持仓中：新建仓 6 只、增持 5 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | $11.6M | 36.52% | 250,000 | 增持 |
| 2 | PCG | PG&E CORP | $5.8M | 18.17% | 462,523 | 减持 |
| 3 | AUR | AURORA INNOVATION INC | $2.4M | 7.64% | 1.1M | 新建仓 |
| 4 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $1.4M | 4.45% | 250,000 | 增持 |
| 5 | HIPO | HIPPO HLDGS INC | $1.3M | 4.07% | 69,999 | 新建仓 |
| 6 | BX | BLACKSTONE INC | $1.3M | 3.95% | 15,000 | 增持 |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $1.2M | 3.83% | 150,000 | 新建仓 |
| 8 | RNW | RENEW ENERGY GLOBAL PLC | $1.2M | 3.78% | 200,000 | 新建仓 |
| 9 | GBTG.WS | GLOBAL BUSINESS TRAVEL GROUP | $785,000 | 2.47% | 500,000 | 持平 |
| 10 | JOBY | JOBY AVIATION INC | $650,000 | 2.04% | 150,000 | 减持 |
| 11 | CLBT | CELLEBRITE DI LTD | $490,000 | 1.54% | 125,000 | 新建仓 |
| 12 | JOBYWS | JOBY AVIATION INC | $420,000 | 1.32% | 500,000 | 持平 |
| 13 | EVTWF | VERTICAL AEROSPACE LTD | $407,000 | 1.28% | 550,000 | 持平 |
| 14 | KORE | KORE GROUP HLDGS INC | $334,000 | 1.05% | 175,000 | 持平 |
| 15 | RNWWW | RENEW ENERGY GLOBAL PLC | $312,000 | 0.98% | 300,000 | 持平 |
| 16 | ALVOW | ALVOTECH | $279,000 | 0.88% | 400,000 | 增持 |
| 17 | ROIVW | ROIVANT SCIENCES LTD | $274,000 | 0.86% | 702,800 | 持平 |
| 18 | GB.WS | GLOBAL BLUE GROUP HOLDING AG | $257,000 | 0.81% | 900,000 | 持平 |
| 19 | SUNLQ | SUNLIGHT FINANCIAL HOLDINGS | $248,000 | 0.78% | 200,000 | 新建仓 |
| 20 | GDEVW | NEXTERS INC | $234,000 | 0.74% | 600,000 | 持平 |
| 21 | ALLG.WS | ALLEGO N V | $193,000 | 0.61% | 425,000 | 持平 |
| 22 | PLWS | PLANET LABS PBC | $179,000 | 0.56% | 150,000 | 持平 |
| 23 | CLBTW | CELLEBRITE DI LTD | $130,000 | 0.41% | 200,000 | 持平 |
| 24 | FREEW | WHOLE EARTH BRANDS INC | $85,000 | 0.27% | 500,000 | 增持 |
| 25 | KORE.WS | KORE GROUP HLDGS INC | $73,000 | 0.23% | 615,000 | 持平 |
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