Union Point Advisors, LLC 13F 持仓 · 最近申报 2015年Q1
Union Point Advisors 在 2015年Q1（报告期截至 2015-03-31）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 1.94 亿美元。前几大持仓：META（8.36%）、AAPL（7.55%）、CCI（7.37%）。本季前 25 大持仓中：新建仓 12 只、增持 3 只、减持 7 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | META | FACEBOOK INC | $16.2M | 8.36% | 197,114 | 增持 |
| 2 | AAPL | APPLE INC | $14.6M | 7.55% | 117,669 | 增持 |
| 3 | CCI | CROWN CASTLE INTL CORP NEW | $14.3M | 7.37% | 172,962 | 增持 |
| 4 | AMT | AMERICAN TOWER CORP NEW | $13.1M | 6.78% | 139,596 | 新建仓 |
| 5 | ARM | ARM HLDGS PLC | $13.0M | 6.73% | 264,444 | 减持 |
| 6 | V | VISA INC | $12.9M | 6.66% | 197,410 | 新建仓 |
| 7 | NXPI | NXP SEMICONDUCTORS N V | $12.8M | 6.62% | 127,927 | 新建仓 |
| 8 | SUNEQ | SUNEDISON INC | $12.2M | 6.28% | 507,404 | 新建仓 |
| 9 | MXIM | MAXIM INTEGRATED PRODS INC | $11.6M | 5.96% | 332,117 | 减持 |
| 10 | GOOGL | GOOGLE INC | $10.5M | 5.43% | 18,971 | 新建仓 |
| 11 | WDC | WESTERN DIGITAL CORP | $9.7M | 5.01% | 106,799 | 新建仓 |
| 12 | APTV | DELPHI AUTOMOTIVE PLC | $8.4M | 4.35% | 105,675 | 新建仓 |
| 13 | CRM | SALESFORCE COM INC | $7.3M | 3.78% | 109,705 | 减持 |
| 14 | TWTR | TWITTER INC | $6.4M | 3.32% | 128,537 | 新建仓 |
| 15 | NXPI | NXP SEMICONDUCTORS N V | $5.4M | 2.80% | 54,000 | 新建仓 |
| 16 | NOW | SERVICENOW INC | $4.9M | 2.51% | 61,701 | 减持 |
| 17 | GPRO | GOPRO INC | $4.6M | 2.39% | 106,841 | 减持 |
| 18 | WOLF | CREE INC | $3.5M | 1.83% | 100,000 | 新建仓 |
| 19 | WOLF | CREE INC | $3.5M | 1.83% | 100,000 | 新建仓 |
| 20 | TSLA | TESLA MTRS INC | $3.3M | 1.70% | 17,500 | 新建仓 |
| 21 | BABA | ALIBABA GROUP HLDG LTD | $2.6M | 1.36% | 31,595 | 减持 |
| 22 | WHR | WHIRLPOOL CORP | $2.6M | 1.36% | 13,078 | 减持 |
| 23 | AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | BWA | BORGWARNER INC | $0 | 0.00% | 0 | 清仓 |
| 25 | CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2015-03-31
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