Weatherbie Capital, LLC 13F 持仓 · 最近申报 2016年Q4
Weatherbie Capital 在 2016年Q4（报告期截至 2016-12-31）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 7.97 亿美元。前几大持仓：STMP（5.31%）、GTT（5.17%）、FSV（4.99%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | STMP | STAMPS COM INC COM NEW | $42.3M | 5.31% | 369,298 | 增持 |
| 2 | GTT | GTT COMMUNICATIONS INC COM | $41.2M | 5.17% | 1.4M | 减持 |
| 3 | FSV | FIRSTSERVICE CORP NEW SUB VTG | $39.8M | 4.99% | 838,033 | 增持 |
| 4 | AX | BOFI HLDG INC COM | $34.5M | 4.33% | 1.2M | 增持 |
| 5 | MTSI | MA COM TECHNOLOGY SOLUTIONS CO | $33.7M | 4.23% | 728,488 | 增持 |
| 6 | MIDD | MIDDLEBY CORP COM | $33.4M | 4.19% | 259,570 | 增持 |
| 7 | PODD | INSULET CORP COM | $32.0M | 4.02% | 849,429 | 增持 |
| 8 | ULTI | ULTIMATE SOFTWARE GROUP INC CO | $28.8M | 3.61% | 157,792 | 增持 |
| 9 | SBNY | SIGNATURE BK NEW YORK N Y COM | $25.0M | 3.14% | 166,371 | 减持 |
| 10 | W | WAYFAIR INC | $24.5M | 3.07% | 698,802 | 增持 |
| 11 | COTV | COTIVITI HOLDINGS | $23.6M | 2.96% | 685,306 | 减持 |
| 12 | HEI | HEICO CORP NEW COM | $23.5M | 2.95% | 305,032 | 减持 |
| 13 | PCTY | PAYLOCITY HOLDING CORP | $21.5M | 2.70% | 717,280 | 增持 |
| 14 | WAGE | WAGEWORKS INC COM | $20.4M | 2.56% | 281,950 | 减持 |
| 15 | IPGP | IPG PHOTONICS CORP COM | $20.0M | 2.51% | 202,674 | 减持 |
| 16 | EVBG | EVERBRIDGE INC COM | $19.9M | 2.50% | 1.1M | 增持 |
| 17 | ACAD | ACADIA PHARMACEUTICALS INC COM | $19.1M | 2.40% | 662,084 | 增持 |
| 18 | XPO | XPO LOGISTICS INC COM | $18.2M | 2.29% | 422,068 | 增持 |
| 19 | EBIXQ | EBIX INC COM NEW | $16.9M | 2.12% | 295,530 | 增持 |
| 20 | PLNT | PLANET FITNESS INC CL A | $16.2M | 2.03% | 806,242 | 增持 |
| 21 | IBTX | INDEPENDENT BK GROUP INC COM | $14.7M | 1.84% | 234,953 | 减持 |
| 22 | VRTS | VIRTUS INVT PARTNERS INC COM | $14.3M | 1.80% | 121,450 | 增持 |
| 23 | SITE | SITEONE LANDSCAPE SUPPLY INC | $14.0M | 1.76% | 403,793 | 增持 |
| 24 | USPH | U S PHYSICAL THERAPY INC COM | $13.9M | 1.75% | 198,198 | 增持 |
| 25 | SPSC | SPS COMM INC COM | $13.5M | 1.70% | 193,627 | 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