Seven Harbour Global, LP 13F 持仓 · 最近申报 2016年Q1
Seven Harbour Global 在 2016年Q1（报告期截至 2016-03-31）的 SEC 13F 申报中报告了 15 只证券，申报市值合计 2.35 亿美元。前几大持仓：SPY（29.73%）、DLR（7.53%）、ATVI（6.33%）。本季前 25 大持仓中：新建仓 7 只、增持 5 只、减持 3 只、清仓 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $69.9M | 29.73% | 340,000 | 新建仓 |
| 2 | DLR | DIGITAL RLTY TR INC | $17.7M | 7.53% | 200,000 | 持平 |
| 3 | ATVI | ACTIVISION BLIZZARD INC | $14.9M | 6.33% | 440,000 | 新建仓 |
| 4 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $14.3M | 6.09% | 380,000 | 增持 |
| 5 | EQIX | EQUINIX INC | $14.1M | 5.98% | 42,500 | 持平 |
| 6 | META | FACEBOOK INC | $12.8M | 5.46% | 112,500 | 增持 |
| 7 | TWC | TIME WARNER CABLE INC | $12.3M | 5.22% | 60,000 | 新建仓 |
| 8 | CHTR | CHARTER COMMUNICATIONS INC D | $11.1M | 4.74% | 55,000 | 新建仓 |
| 9 | GOOGL | ALPHABET INC | $9.9M | 4.22% | 13,000 | 减持 |
| 10 | NOW | SERVICENOW INC | $9.0M | 3.84% | 147,500 | 增持 |
| 11 | SABR | SABRE CORP | $9.0M | 3.81% | 310,000 | 新建仓 |
| 12 | ZEN | ZENDESK INC | $8.4M | 3.56% | 400,000 | 增持 |
| 13 | INXN | INTERXION HOLDING N.V | $7.6M | 3.24% | 220,000 | 增持 |
| 14 | CRM | SALESFORCE COM INC | $7.4M | 3.14% | 100,000 | 减持 |
| 15 | TV | GRUPO TELEVISA SA | $6.3M | 2.69% | 230,000 | 持平 |
| 16 | AMZN | AMAZON COM INC | $5.9M | 2.53% | 10,000 | 减持 |
| 17 | RPV | RYDEX ETF TRUST | $2.3M | 0.97% | 45,000 | 新建仓 |
| 18 | AAPL | APPLE INC | $2.2M | 0.93% | 20,000 | 新建仓 |
| 19 | JBL | JABIL CIRCUIT INC | $0 | 0.00% | 0 | 清仓 |
| 20 | JD | JD COM INC | $0 | 0.00% | 0 | 清仓 |
| 21 | LQD | ISHARES TR | $0 | 0.00% | 0 | 清仓 |
| 22 | SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | 清仓 |
| 23 | T | AT&T INC | $0 | 0.00% | 0 | 清仓 |
| 24 | TWX | TIME WARNER INC | $0 | 0.00% | 0 | 清仓 |
| 25 | WDAY | WORKDAY INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2016-03-31
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