Tirschwell & Loewy Inc 13F 持仓 · 最近申报 2019年Q1
Tirschwell & Loewy 在 2019年Q1（报告期截至 2019-03-31）的 SEC 13F 申报中报告了 66 只证券，申报市值合计 7.31 亿美元。前几大持仓：MA（5.14%）、CGNX（5.06%）、TIF（4.73%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc. | $37.6M | 5.14% | 159,700 | 减持 |
| 2 | CGNX | Cognex | $37.0M | 5.06% | 727,350 | 减持 |
| 3 | TIF | Tiffany | $34.6M | 4.73% | 327,555 | 减持 |
| 4 | ADI | Analog Devices | $34.2M | 4.68% | 324,896 | 减持 |
| 5 | DXCM | Dexcom Inc | $33.6M | 4.60% | 282,539 | 减持 |
| 6 | DHR | Danaher Corp. | $32.9M | 4.50% | 249,026 | 减持 |
| 7 | IDXX | Idex Laboratories | $31.8M | 4.35% | 142,280 | 减持 |
| 8 | PODD | Insulet Corporation | $28.2M | 3.86% | 296,745 | 减持 |
| 9 | XLNX | Xilinx Inc. | $27.5M | 3.76% | 216,650 | 减持 |
| 10 | JNJ | Johnson & Johnson | $26.9M | 3.67% | 192,085 | 减持 |
| 11 | BFB | Brown Forman Class B | $26.8M | 3.66% | 507,221 | 减持 |
| 12 | NEOG | Neogen Corporation | $25.0M | 3.43% | 436,426 | 减持 |
| 13 | HON | Honeywell | $24.5M | 3.36% | 154,434 | 减持 |
| 14 | RTN | Raytheon Company New | $24.5M | 3.35% | 134,567 | 增持 |
| 15 | SBUX | Starbucks | $22.7M | 3.10% | 305,056 | 减持 |
| 16 | ABMD | Abiomed Inc. | $21.1M | 2.89% | 73,941 | 增持 |
| 17 | ROST | Ross Stores Inc | $20.0M | 2.73% | 214,511 | 减持 |
| 18 | NVO | Novo Nordisk | $19.7M | 2.70% | 377,450 | 减持 |
| 19 | MMM | Minn Mng & Mfg Co | $19.1M | 2.61% | 91,842 | 减持 |
| 20 | MTD | Mettler Toledo | $17.1M | 2.34% | 23,665 | 减持 |
| 21 | CJPXX | JPMorgan Chase & Co. | $15.8M | 2.16% | 156,042 | 增持 |
| 22 | INGN | Inogen | $15.0M | 2.06% | 157,640 | 增持 |
| 23 | BIIB | Biogen,Inc. | $14.9M | 2.04% | 63,141 | 减持 |
| 24 | AMGN | Amgen Inc. | $14.0M | 1.92% | 73,850 | 减持 |
| 25 | HSIC | Henry Schein Inc. | $13.9M | 1.90% | 265,730 | 增持 |
来源：SEC 13F 申报文件 · 截至 2019-03-31
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