Sumit Capital, LLC 13F 持仓 · 最近申报 2015年Q2
Sumit Capital 在 2015年Q2（报告期截至 2015-06-30）的 SEC 13F 申报中报告了 74 只证券，申报市值合计 1,661.00 万美元。前几大持仓：AN（1.91%）、BKD（1.88%）、LEA（1.87%）。本季前 25 大持仓中：新建仓 24 只、增持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AN | AUTONATION INC | $317,000 | 1.91% | 5,038 | 新建仓 |
| 2 | BKD | BROOKDALE SR LIVING INC | $313,000 | 1.88% | 9,033 | 新建仓 |
| 3 | LEA | LEAR CORP | $311,000 | 1.87% | 2,770 | 新建仓 |
| 4 | BEAV | B/E AEROSPACE INC | $307,000 | 1.85% | 5,588 | 新建仓 |
| 5 | SIRI | SIRIUS XM HLDGS INC | $308,000 | 1.85% | 82,629 | 新建仓 |
| 6 | CERN | CERNER CORP | $303,000 | 1.82% | 4,390 | 新建仓 |
| 7 | KDP | DR PEPPER SNAPPLE GROUP INC | $303,000 | 1.82% | 4,155 | 新建仓 |
| 8 | TKR | TIMKEN CO | $300,000 | 1.81% | 8,198 | 新建仓 |
| 9 | APD | AIR PRODS & CHEMS INC | $299,000 | 1.80% | 2,187 | 新建仓 |
| 10 | CSCO | CISCO SYS INC | $298,000 | 1.79% | 10,837 | 新建仓 |
| 11 | RRX | REGAL BELOIT CORP | $298,000 | 1.79% | 4,100 | 新建仓 |
| 12 | AL | AIR LEASE CORP | $295,000 | 1.78% | 8,702 | 新建仓 |
| 13 | R | RYDER SYS INC | $295,000 | 1.78% | 3,375 | 新建仓 |
| 14 | RTN | RAYTHEON CO | $296,000 | 1.78% | 3,097 | 新建仓 |
| 15 | CDW | CDW CORP | $292,000 | 1.76% | 8,526 | 新建仓 |
| 16 | DBI | DSW INC | $279,000 | 1.68% | 8,357 | 增持 |
| 17 | TRMB | TRIMBLE NAVIGATION LTD | $277,000 | 1.67% | 11,800 | 新建仓 |
| 18 | WTS | WATTS WATER TECHNOLOGIES INC | $270,000 | 1.63% | 5,215 | 新建仓 |
| 19 | ADT1 | THE ADT CORPORATION | $267,000 | 1.61% | 7,952 | 新建仓 |
| 20 | DLX | DELUXE CORP | $263,000 | 1.58% | 4,245 | 新建仓 |
| 21 | UNF | UNIFIRST CORP MASS | $262,000 | 1.58% | 2,339 | 新建仓 |
| 22 | GMLP | GOLAR LNG PARTNERS LP | $259,000 | 1.56% | 10,501 | 新建仓 |
| 23 | ARM | ARM HLDGS PLC | $249,000 | 1.50% | 5,062 | 新建仓 |
| 24 | NUS | NU SKIN ENTERPRISES INC | $249,000 | 1.50% | 5,280 | 新建仓 |
| 25 | NWSA | NEWS CORP NEW | $247,000 | 1.49% | 16,945 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2015-06-30
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