Anavon Capital LLP — Q3 2018 13F 持股

Name: Anavon Capital LLP — 13F Holdings, Q3 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697186

申报总市值

US$1.0亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	✓		股票-其他	18.31%	-18.31%	EXIT
2	IBKR	Interactive Brokers Gro-cl A	股票-金融	13.73%	-2.53%	+75.85%
3	S9Q	Spirit Aerosystems Hold-cl A	股票-其他	11.54%	-7.95%	—
4	DISCAUSD	Discovery INC - A	股票-其他	10.76%	-3.56%	-6.73%
5	SONY	Sony Group CORP - Sp Adr	股票-科技	10.58%	+2.47%	—
6	ARNCCHF	Arconic INC	股票-其他	7.68%	-7.68%	EXIT
7	STZ	Constellation Brands Inc-a	股票-非周期性消费	7.67%	-7.67%	EXIT
8	CARS	Cars.com INC	股票-其他	7.56%	-3.65%	—
9	SFLY	Shutterfly LLC	股票-其他	7.07%	-7.07%	EXIT
10	EA	Electronic Arts INC	股票-通信服务	5.08%	+9.21%	-37.68%
11	KROTYUSD	Cogna Educacao SA	股票-其他	0.02%	-0.02%	EXIT

Anavon Capital LLP 于截至 Q3 2018 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IBKR	Interactive Brokers Gro-cl A	+8.4%	+75.85%	加仓
2	✓		+0.8%	+19.45%	加仓
3	SFLY	Shutterfly LLC	+0.7%	-12.85%	减仓
4	DISCAUSD	Discovery INC - A	+0.5%	-6.73%	减仓
5	EA	Electronic Arts INC	-0.5%	-37.68%	减仓
6	S9Q	Spirit Aerosystems Hold-cl A	—	NEW	新建仓
7	SONY	Sony Group CORP - Sp Adr	—	NEW	新建仓
8	ARNCCHF	Arconic INC	—	NEW	新建仓
9	STZ	Constellation Brands Inc-a	—	NEW	新建仓
10	CARS	Cars.com INC	—	NEW	新建仓
11	CAR	Avis Budget Group INC	—	EXIT	清仓
12	QRVO	Qorvo INC	—	EXIT	清仓
13	FOSL	Fossil Group INC	—	EXIT	清仓
14	CABO	Cable One INC	—	EXIT	清仓
15	TRIP	Tripadvisor INC	—	EXIT	清仓
16	BA	Boeing Co/the	—	EXIT	清仓
17	ECHO	Echostar Corp-a	—	EXIT	清仓
18	XXI	Twenty One Capital, Inc.	—	EXIT	清仓
19	ENVUSD	Envestnet INC	—	EXIT	清仓
20	SCOR1EUR	Comscore INC	—	EXIT	清仓
21	PTC	Ptc INC	—	EXIT	清仓
22	KROTYUSD	Cogna Educacao SA	—	NEW	新建仓