Invictus RG — Q2 2020 13F 持股

Name: Invictus RG — 13F Holdings, Q2 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001660389

申报总市值

US$890.2万

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	ADBE	Adobe INC	股票-科技	10.76%	—	—
2	MKC	Mccormick & Co-non Vtg Shrs	股票-非周期性消费	10.73%	—	—
3	SNX	TD Synnex CORP	股票-科技	10.70%	—	—
4	ACN	Accenture plc	股票-科技	10.53%	—	—
5	PFGC	Performance Food Group Co	股票-非周期性消费	10.52%	—	—
6	CAG	Conagra Brands INC	股票-非周期性消费	10.48%	—	—
7	FTCHQ	Farfetch Ltd-class A	股票-其他	10.34%	—	—
8	ABM	Abm Industries INC	股票-其他	10.26%	—	—
9	FDS	Factset Research Systems INC	股票-金融	10.19%	—	—
10	TNDM	Tandem Diabetes Care INC	股票-其他	5.50%	—	—

Invictus RG 于截至 Q2 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	EEM	Ishares Msci Emerging Market	—	EXIT	清仓
2	IWM	Ishares Russell 2000 ETF	—	EXIT	清仓
3	FEZ	State Street Spdr Euro Stoxx	—	EXIT	清仓
4	ZM	Zoom Communications INC	—	EXIT	清仓
5	AMZN	Amazon.com INC	—	EXIT	清仓
6	DOCU	Docusign INC	—	EXIT	清仓
7	EWC	Ishares Msci Canada ETF	—	EXIT	清仓
8	SMG	Scotts Miracle-gro Co	—	EXIT	清仓
9	VIPS	Vipshop Holdings LTD - Adr	—	EXIT	清仓
10	SMARGBP	Smartsheet Inc-class A	—	EXIT	清仓
11	COST	Costco Wholesale CORP	—	EXIT	清仓
12	NET	Cloudflare INC - Class A	—	EXIT	清仓
13	PTON	Peloton Interactive Inc-a	—	EXIT	清仓
14	ADBE	Adobe INC	—	NEW	新建仓
15	MKC	Mccormick & Co-non Vtg Shrs	—	NEW	新建仓
16	SNX	TD Synnex CORP	—	NEW	新建仓
17	ATVIEUR	Activision Blizzard INC	—	EXIT	清仓
18	TTWO	Take-two Interactive Softwre	—	EXIT	清仓
19	TMUS	T-mobile US INC	—	EXIT	清仓
20	ACN	Accenture plc	—	NEW	新建仓
21	PFGC	Performance Food Group Co	—	NEW	新建仓
22	CAG	Conagra Brands INC	—	NEW	新建仓
23	MSFT	Microsoft CORP	—	EXIT	清仓
24	FTCHQ	Farfetch Ltd-class A	—	NEW	新建仓
25	TDOC	Teladoc Health INC	—	EXIT	清仓
26	ABM	Abm Industries INC	—	NEW	新建仓
27	EVBGEUR	Everbridge INC	—	EXIT	清仓
28	FDS	Factset Research Systems INC	—	NEW	新建仓
29	CPB	THE Campbell's Company	—	EXIT	清仓
30	KR	Kroger Co	—	EXIT	清仓
31	TNDM	Tandem Diabetes Care INC	—	NEW	新建仓