ShearLink Capital, LLC 13F 持仓 · 最近申报 2017年Q3
ShearLink Capital 在 2017年Q3（报告期截至 2017-09-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 2.51 亿美元。前几大持仓：CAVM（17.00%）、SPLK（7.89%）、ST（7.17%）。本季前 25 大持仓中：新建仓 5 只、增持 8 只、减持 6 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CAVM | CAVIUM INC | $42.7M | 17.00% | 647,043 | 增持 |
| 2 | SPLK | SPLUNK INC | $19.8M | 7.89% | 298,029 | 增持 |
| 3 | ST | SENSATA TECHNOLOGIES HLDG NV | $18.0M | 7.17% | 374,200 | 增持 |
| 4 | NOW | SERVICENOW INC | $17.1M | 6.82% | 145,690 | 减持 |
| 5 | PANW | PALO ALTO NETWORKS INC | $16.6M | 6.62% | 115,367 | 减持 |
| 6 | META | FACEBOOK INC | $15.5M | 6.19% | 90,954 | 增持 |
| 7 | CRM | SALESFORCE COM INC | $13.4M | 5.33% | 143,100 | 增持 |
| 8 | NFLX | NETFLIX INC | $12.7M | 5.08% | 70,294 | 新建仓 |
| 9 | ELLI | ELLIE MAE INC | $11.7M | 4.67% | 142,816 | 新建仓 |
| 10 | SWKS | SKYWORKS SOLUTIONS INC | $10.4M | 4.13% | 101,618 | 减持 |
| 11 | FND | FLOOR & DECOR HLDGS INC | $10.2M | 4.07% | 262,183 | 新建仓 |
| 12 | PCTY | PAYLOCITY HLDG CORP | $10.1M | 4.04% | 207,818 | 增持 |
| 13 | NATI | NATIONAL INSTRS CORP | $10.0M | 3.98% | 237,060 | 减持 |
| 14 | PARA | CBS CORP NEW | $8.8M | 3.52% | 152,100 | 增持 |
| 15 | EVHC | ENVISION HEALTHCARE CORP | $7.9M | 3.14% | 175,272 | 减持 |
| 16 | BURL | BURLINGTON STORES INC | $7.3M | 2.89% | 76,000 | 新建仓 |
| 17 | ORLY | O REILLY AUTOMOTIVE INC NEW | $7.0M | 2.77% | 32,326 | 增持 |
| 18 | BKI | BLACK KNIGHT FINL SVCS INC | $6.8M | 2.69% | 156,995 | 减持 |
| 19 | HOME | AT HOME GROUP INC | $5.0M | 1.98% | 217,550 | 新建仓 |
| 20 | CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 21 | LOW | LOWES COS INC | $0 | 0.00% | 0 | 清仓 |
| 22 | SHW | SHERWIN-WILLIAMS CO/THE | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2017-09-30
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