Tiger Eye Capital LLC 13F 持仓 · 最近申报 2022年Q2
Tiger Eye Capital 在 2022年Q2（报告期截至 2022-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 1.13 亿美元。前几大持仓：PRM（77.01%）、LBRDK（4.13%）、V（1.43%）。本季前 25 大持仓中：增持 2 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PRM | PERIMETER SOLUTIONS SA | $87.1M | 77.01% | 8.0M | 减持 |
| 2 | LBRDK | LIBERTY BROADBAND CORP | $4.7M | 4.13% | 40,365 | 减持 |
| 3 | V | VISA INC | $1.6M | 1.43% | 8,193 | 持平 |
| 4 | HLT | HILTON WORLDWIDE HLDGS INC | $1.5M | 1.33% | 13,538 | 减持 |
| 5 | IQV | IQVIA HLDGS INC | $1.5M | 1.30% | 6,795 | 持平 |
| 6 | ADBE | ADOBE SYSTEMS INCORPORATED | $1.4M | 1.20% | 3,705 | 持平 |
| 7 | AMZN | AMAZON COM INC | $1.3M | 1.11% | 11,800 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO | $1.2M | 1.09% | 10,910 | 持平 |
| 9 | GOOG | ALPHABET INC | $989,000 | 0.87% | 452 | 减持 |
| 10 | UNH | UNITEDHEALTH GROUP INC | $958,000 | 0.85% | 1,866 | 减持 |
| 11 | RACE | FERRARI N V | $898,000 | 0.79% | 4,896 | 持平 |
| 12 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $769,000 | 0.68% | 6,274 | 增持 |
| 13 | DHI | D R HORTON INC | $758,000 | 0.67% | 11,447 | 持平 |
| 14 | META | META PLATFORMS INC | $732,000 | 0.65% | 4,540 | 持平 |
| 15 | MTCH | MATCH GROUP INC NEW | $712,000 | 0.63% | 10,217 | 持平 |
| 16 | PPLI | IAC INTERACTIVECORP NEW | $529,000 | 0.47% | 6,964 | 减持 |
| 17 | PYPL | PAYPAL HLDGS INC | $531,000 | 0.47% | 7,599 | 持平 |
| 18 | MSFT | MICROSOFT CORP | $518,000 | 0.46% | 2,017 | 持平 |
| 19 | TDG | TRANSDIGM GROUP INC | $525,000 | 0.46% | 978 | 持平 |
| 20 | XPO | XPO LOGISTICS INC | $453,000 | 0.40% | 9,402 | 持平 |
| 21 | TMUS | T-MOBILE US INC | $427,000 | 0.38% | 3,177 | 持平 |
| 22 | DLR | DIGITAL RLTY TR INC | $391,000 | 0.35% | 3,011 | 持平 |
| 23 | CHDN | CHURCHILL DOWNS INC | $371,000 | 0.33% | 1,938 | 减持 |
| 24 | FWONA | LIBERTY MEDIA CORP DEL | $342,000 | 0.30% | 5,891 | 减持 |
| 25 | MTN | VAIL RESORTS INC | $338,000 | 0.30% | 1,549 | 持平 |
来源：SEC 13F 申报文件 · 截至 2022-06-30
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