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Breakline Capital LLC Q1 2020 投资组合:完整持股清单 | AlphaSMO
Breakline Capital LLC
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Q1 2020
Breakline Capital LLC — Q1 2020 13F 持股
CIK: 0001702973
申报总市值
US$9109.7万
← 返回最新季度
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
4Q Trend
1
✓
Ikena Oncology INC
股票-其他
—
—
—
本季持股变动
Breakline Capital LLC 于截至 Q1 2020 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
SPGI
S&p Global INC
—
EXIT
清仓
2
FISV
Fiserv INC
—
EXIT
清仓
3
FIS
Fidelity National Info Serv
—
EXIT
清仓
4
ADI
Analog Devices INC
—
EXIT
清仓
5
GPN
Global Payments INC
—
EXIT
清仓
6
AMAT
Applied Materials INC
—
EXIT
清仓
7
ADBE
Adobe INC
—
EXIT
清仓
8
NXPI
NXP Semiconductors N.V.
—
EXIT
清仓
9
CSCO
Cisco Systems INC
—
EXIT
清仓
10
AAPL
Apple INC
—
EXIT
清仓
11
CMCSA
Comcast Corp-class A
—
EXIT
清仓
12
ASML
ASML Holding N.V.
—
EXIT
清仓
13
LRCXEUR
Lam Research CORP
—
EXIT
清仓
14
NVDA
Nvidia CORP
—
EXIT
清仓
15
PLANUSD
Anaplan INC
—
EXIT
清仓
16
HPQ
Hp INC
—
EXIT
清仓
17
MSFT
Microsoft CORP
—
EXIT
清仓
18
KEYS
Keysight Technologies In
—
EXIT
清仓
19
UBER
Uber Technologies INC
—
EXIT
清仓
20
MU
Micron Technology INC
—
EXIT
清仓
21
GOOGL
Alphabet Inc-cl A
—
EXIT
清仓
22
DIS
Walt Disney Co/the
—
EXIT
清仓
23
PYPL
Paypal Holdings INC
—
EXIT
清仓
24
RNG
Ringcentral Inc-class A
—
EXIT
清仓
25
TSM
Taiwan Semiconductor-sp Adr
—
EXIT
清仓
26
XRX
Xerox Holdings CORP
—
EXIT
清仓
27
META
Meta Platforms Inc-class A
—
EXIT
清仓
28
TER
Teradyne INC
—
EXIT
清仓
29
STM
Stmicroelectronics Nv-ny Shs
—
EXIT
清仓
30
TEAM
Atlassian Corporation
—
EXIT
清仓
31
CIEN
Ciena CORP
—
EXIT
清仓
32
SWKS
Skyworks Solutions INC
—
EXIT
清仓
33
CRWD
Crowdstrike Holdings INC - A
—
EXIT
清仓
34
ADSK
Autodesk INC
—
EXIT
清仓
35
✓
Ikena Oncology INC
—
—
不变