Thrax Management, LLC 13F 持仓 · 最近申报 2016年Q4
Thrax Management 在 2016年Q4（报告期截至 2016-12-31）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 5.47 亿美元。前几大持仓：V（4.65%）、AVGO（4.11%）、META（4.06%）。本季前 25 大持仓中：新建仓 12 只、增持 9 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC | $25.5M | 4.65% | 326,372 | 增持 |
| 2 | AVGO | BROADCOM LTD | $22.5M | 4.11% | 127,257 | 增持 |
| 3 | META | FACEBOOK INC | $22.2M | 4.06% | 193,206 | 增持 |
| 4 | TSLA | TESLA MTRS INC | $18.2M | 3.32% | 85,000 | 增持 |
| 5 | BKNG | PRICELINE GRP INC | $17.3M | 3.16% | 11,795 | 增持 |
| 6 | GOOG | ALPHABET INC | $16.7M | 3.06% | 21,698 | 减持 |
| 7 | GIMO | GIGAMON INC | $16.6M | 3.04% | 364,730 | 新建仓 |
| 8 | EA | ELECTRONIC ARTS INC | $14.1M | 2.58% | 179,278 | 减持 |
| 9 | STZ | CONSTELLATION BRANDS INC | $13.4M | 2.45% | 87,530 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $12.2M | 2.23% | 196,153 | 增持 |
| 11 | AMZN | AMAZON COM INC | $11.0M | 2.02% | 14,708 | 新建仓 |
| 12 | XME | SPDR SERIES TRUST | $10.8M | 1.97% | 355,000 | 新建仓 |
| 13 | PSA | PUBLIC STORAGE | $9.7M | 1.78% | 43,500 | 新建仓 |
| 14 | CMCSA | COMCAST CORP NEW | $9.3M | 1.71% | 135,284 | 新建仓 |
| 15 | VISN | COMMSCOPE HOLDING COMPANY INC | $9.2M | 1.68% | 246,917 | 新建仓 |
| 16 | DISH | DISH NETWORK CORP | $9.1M | 1.66% | 157,217 | 增持 |
| 17 | YUM | YUM BRANDS INC | $8.9M | 1.62% | 140,340 | 新建仓 |
| 18 | CHTR | CHARTER COMMUNICATIONS INC N | $8.5M | 1.55% | 29,459 | 减持 |
| 19 | TMUS | T-MOBILE US INC | $8.5M | 1.55% | 147,261 | 新建仓 |
| 20 | RNG | RINGCENTRAL INC | $8.3M | 1.51% | 402,128 | 新建仓 |
| 21 | ARRS | ARRIS INTL PLC | $8.1M | 1.47% | 267,793 | 新建仓 |
| 22 | GDDY | GODADDY INC | $8.0M | 1.47% | 229,516 | 新建仓 |
| 23 | MA | MASTERCARD INCORPORATED | $7.4M | 1.35% | 71,407 | 增持 |
| 24 | LDOS | LEIDOS HLDGS INC | $6.9M | 1.27% | 135,664 | 新建仓 |
| 25 | ECHO | ECHOSTAR CORP | $6.5M | 1.19% | 127,049 | 减持 |
来源：SEC 13F 申报文件 · 截至 2016-12-31
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