Sutton Square Management L.P. 13F 持仓 · 最近申报 2018年Q2
Sutton Square Management 在 2018年Q2（报告期截至 2018-06-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 1.93 亿美元。前几大持仓：FLT（9.25%）、TDG（8.09%）、DLTR（7.29%）。本季前 25 大持仓中：新建仓 3 只、增持 4 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 | FLT | FLEETCOR TECHNOLOGIES INC | $17.8M | 9.25% | 84,608 | 减持 |
| 2 | TDG | TRANSDIGM GROUP INC | $15.6M | 8.09% | 45,137 | 减持 |
| 3 | DLTR | DOLLAR TREE INC | $14.0M | 7.29% | 165,150 | 增持 |
| 4 | META | FACEBOOK INC | $13.9M | 7.22% | 71,580 | 新建仓 |
| 5 | XPO | XPO LOGISTICS INC | $12.7M | 6.61% | 127,124 | 减持 |
| 6 | ATKR | ATKORE INTL GROUP INC | $11.5M | 5.98% | 554,601 | 增持 |
| 7 | EXPE | EXPEDIA GROUP INC | $10.1M | 5.26% | 84,266 | 持平 |
| 8 | QSR | RESTAURANT BRANDS INTL INC | $9.2M | 4.77% | 152,430 | 持平 |
| 9 | AMZN | AMAZON COM INC | $8.8M | 4.55% | 5,160 | 减持 |
| 10 | HOME | AT HOME GROUP INC | $8.8M | 4.55% | 223,800 | 新建仓 |
| 11 | IT | GARTNER INC | $8.6M | 4.45% | 64,536 | 持平 |
| 12 | BKI | BLACK KNIGHT INC | $8.4M | 4.35% | 156,587 | 减持 |
| 13 | GOOGL | ALPHABET INC | $8.4M | 4.34% | 7,499 | 增持 |
| 14 | CHTR | CHARTER COMMUNICATIONS INC N | $8.1M | 4.22% | 27,728 | 新建仓 |
| 15 | BKNG | BOOKING HLDGS INC | $7.9M | 4.09% | 3,884 | 持平 |
| 16 | SLM | SLM CORP | $7.4M | 3.85% | 648,148 | 持平 |
| 17 | EPAM | EPAM SYS INC | $7.3M | 3.79% | 58,690 | 持平 |
| 18 | KNX | KNIGHT SWIFT TRANSN HLDGS IN | $6.7M | 3.46% | 174,156 | 增持 |
| 19 | UNIT | UNITI GROUP INC | $5.4M | 2.83% | 271,880 | 持平 |
| 20 | EEX | EMERALD EXPOSITIONS EVENTS I | $2.0M | 1.02% | 95,758 | 减持 |
| 21 | ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | 清仓 |
| 22 | JACK | JACK IN THE BOX INC | $0 | 0.00% | 0 | 清仓 |
| 23 | STMP | STAMPS COM INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2018-06-30
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