Vernier Capital Partners, LP 13F 持仓 · 最近申报 2019年Q2
Vernier Capital Partners 在 2019年Q2（报告期截至 2019-06-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 1.32 亿美元。前几大持仓：AMZN（8.48%）、GOOGL（8.14%）、JD（7.87%）。本季前 25 大持仓中：新建仓 12 只、增持 3 只、减持 6 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $11.2M | 8.48% | 5,910 | 增持 |
| 2 | GOOGL | ALPHABET INC | $10.8M | 8.14% | 9,930 | 减持 |
| 3 | JD | JD COM INC | $10.4M | 7.87% | 343,213 | 新建仓 |
| 4 | ASHR | DBX ETF TR | $9.0M | 6.82% | 320,000 | 新建仓 |
| 5 | IBN | ICICI BK LTD | $8.4M | 6.39% | 670,000 | 增持 |
| 6 | TSLA | TESLA INC | $7.9M | 5.99% | 35,400 | 减持 |
| 7 | BABA | ALIBABA GROUP HLDG LTD | $7.6M | 5.77% | 45,000 | 新建仓 |
| 8 | QQQ | INVESCO QQQ TR | $7.6M | 5.73% | 40,500 | 新建仓 |
| 9 | TMUS | T MOBILE US INC | $6.8M | 5.13% | 91,339 | 增持 |
| 10 | Z | ZILLOW GROUP INC | $5.9M | 4.44% | 126,500 | 减持 |
| 11 | MA | MASTERCARD INC | $5.0M | 3.81% | 19,000 | 减持 |
| 12 | SSNC | SS&C TECHNOLOGIES HLDGS INC | $5.0M | 3.81% | 87,254 | 减持 |
| 13 | EFX | EQUIFAX INC | $4.9M | 3.69% | 36,000 | 新建仓 |
| 14 | ZEN | ZENDESK INC | $4.8M | 3.64% | 54,000 | 新建仓 |
| 15 | ENV | ENVESTNET INC | $4.7M | 3.57% | 68,908 | 新建仓 |
| 16 | GXC | SPDR INDEX SHS FDS | $4.5M | 3.40% | 47,000 | 新建仓 |
| 17 | DPZ | DOMINOS PIZZA INC | $4.4M | 3.31% | 15,700 | 新建仓 |
| 18 | V | VISA INC | $4.3M | 3.29% | 25,000 | 减持 |
| 19 | TWLO | TWILIO INC | $3.3M | 2.48% | 24,000 | 新建仓 |
| 20 | CI | CIGNA CORP NEW | $3.2M | 2.39% | 20,000 | 新建仓 |
| 21 | TSLA | TESLA INC | $2.5M | 1.86% | 0 | 新建仓 |
| 22 | AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | 清仓 |
| 23 | CRM | SALESFORCE COM INC | $0 | 0.00% | 0 | 清仓 |
| 24 | LTRPA | LIBERTY TRIPADVISOR HLDGS IN | $0 | 0.00% | 0 | 清仓 |
| 25 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2019-06-30
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