XN Exponent Advisors LLC 13F 持仓 · 最近申报 2021年Q3
XN Exponent Advisors 在 2021年Q3（报告期截至 2021-09-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 20.88 亿美元。前几大持仓：WAB（11.44%）、BKNG（8.97%）、UBER（7.59%）。本季前 25 大持仓中：新建仓 10 只、增持 8 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WAB | WABTEC | $238.8M | 11.44% | 2.8M | 减持 |
| 2 | BKNG | BOOKING HOLDINGS INC | $187.3M | 8.97% | 78,881 | 增持 |
| 3 | UBER | UBER TECHNOLOGIES INC | $158.4M | 7.59% | 3.5M | 增持 |
| 4 | TDG | TRANSDIGM GROUP INC | $151.8M | 7.27% | 243,100 | 增持 |
| 5 | CZR | CAESARS ENTERTAINMENT INC NE | $131.8M | 6.31% | 1.2M | 增持 |
| 6 | TWLO | TWILIO INC | $128.7M | 6.17% | 403,500 | 新建仓 |
| 7 | ESTC | ELASTIC N V | $117.8M | 5.64% | 790,402 | 减持 |
| 8 | RNG | RINGCENTRAL INC | $111.3M | 5.33% | 511,500 | 新建仓 |
| 9 | AMZN | AMAZON COM INC | $99.2M | 4.75% | 30,200 | 增持 |
| 10 | FTCHQ | FARFETCH LTD | $90.4M | 4.33% | 2.4M | 增持 |
| 11 | UPWK | UPWORK INC | $74.4M | 3.56% | 1.7M | 新建仓 |
| 12 | SPLK | SPLUNK INC | $71.1M | 3.41% | 491,300 | 减持 |
| 13 | META | FACEBOOK INC | $69.0M | 3.30% | 203,300 | 持平 |
| 14 | GOOG | ALPHABET INC | $62.2M | 2.98% | 23,335 | 减持 |
| 15 | PCOR | PROCORE TECHNOLOGIES INC | $49.9M | 2.39% | 558,195 | 增持 |
| 16 | PTON | PELOTON INTERACTIVE INC | $48.4M | 2.32% | 556,100 | 新建仓 |
| 17 | SNOW | SNOWFLAKE INC | $47.7M | 2.28% | 157,583 | 持平 |
| 18 | ETWO | E2OPEN PARENT HOLDINGS INC | $47.3M | 2.27% | 4.2M | 增持 |
| 19 | CPNG | COUPANG INC | $44.2M | 2.12% | 1.6M | 持平 |
| 20 | CMCSA | COMCAST CORP NEW | $38.7M | 1.85% | 691,500 | 新建仓 |
| 21 | CSX | CSX CORP | $38.3M | 1.83% | 1.3M | 新建仓 |
| 22 | EWCZ | EUROPEAN WAX CTR INC | $30.8M | 1.48% | 1.1M | 新建仓 |
| 23 | HIPO | HIPPO HLDGS INC | $21.1M | 1.01% | 4.5M | 新建仓 |
| 24 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $10.8M | 0.52% | 1.8M | 新建仓 |
| 25 | ACHR | ARCHER AVIATION INC | $10.7M | 0.51% | 1.2M | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2021-09-30
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