Westend Partners LP 13F 持仓 · 最近申报 2013年Q3
Westend Partners 在 2013年Q3(报告期截至 2013-09-30)的 SEC 13F 申报中报告了 100 只证券,申报市值合计 8,376.30 万美元。前几大持仓:META(6.97%)、GNCIQ(6.09%)、SPLK(5.50%)。本季前 25 大持仓中:新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | META | FACEBOOK INC | $5.8M | 6.97% | 122,817 | 新建仓 |
| 2 | GNCIQ | GNC HLDGS INC | $5.1M | 6.09% | 88,165 | 新建仓 |
| 3 | SPLK | SPLUNK INC | $4.6M | 5.50% | 76,388 | 新建仓 |
| 4 | PERFQ | PERFUMANIA HLDGS INC | $4.5M | 5.41% | 912,455 | 新建仓 |
| 5 | SINA | SINA CORP | $4.0M | 4.79% | 52,725 | 新建仓 |
| 6 | VMW | VMWARE INC | $3.7M | 4.44% | 46,923 | 新建仓 |
| 7 | GRPN | GROUPON INC | $3.1M | 3.70% | 306,779 | 新建仓 |
| 8 | BA | BOEING CO | $3.0M | 3.57% | 22,416 | 新建仓 |
| 9 | MON2 | MONSANTO CO NEW | $2.8M | 3.35% | 26,204 | 新建仓 |
| 10 | NBIS | YANDEX N V | $2.7M | 3.19% | 73,417 | 新建仓 |
| 11 | LNKD | LINKEDIN CORP | $2.4M | 2.85% | 11,085 | 新建仓 |
| 12 | V | VISA INC | $2.3M | 2.79% | 11,790 | 新建仓 |
| 13 | CVS | CVS CAREMARK CORPORATION | $2.0M | 2.43% | 31,960 | 新建仓 |
| 14 | LOW | LOWES COS INC | $2.0M | 2.42% | 41,601 | 新建仓 |
| 15 | LVS | LAS VEGAS SANDS CORP | $2.0M | 2.40% | 28,790 | 新建仓 |
| 16 | LYB | LYONDELLBASELL INDUSTRIES N | $2.0M | 2.37% | 26,283 | 新建仓 |
| 17 | NWSA | NEWS CORP NEW | $1.8M | 2.19% | 104,113 | 新建仓 |
| 18 | MS | MORGAN STANLEY | $1.8M | 2.10% | 59,700 | 新建仓 |
| 19 | PG | PROCTER & GAMBLE CO | $1.8M | 2.10% | 21,272 | 新建仓 |
| 20 | ST | SENSATA TECHNOLOGIES HLDG BV | $1.8M | 2.10% | 47,282 | 新建仓 |
| 21 | TIBX | TIBCO SOFTWARE INC | $1.7M | 2.02% | 70,786 | 新建仓 |
| 22 | TDG | TRANSDIGM GROUP INC | $1.7M | 2.01% | 11,413 | 新建仓 |
| 23 | CIEIQ | COBALT INTL ENERGY INC | $1.4M | 1.67% | 62,345 | 新建仓 |
| 24 | XOM | EXXON MOBIL CORP | $1.4M | 1.65% | 14,900 | 新建仓 |
| 25 | POT | POTASH CORP SASK INC | $1.4M | 1.64% | 42,251 | 新建仓 |
来源:SEC 13F 申报文件 · 截至 2013-09-30
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