Quentec Asset Management LLC — Q4 2017 13F 持股

Name: Quentec Asset Management LLC — 13F Holdings, Q4 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001564579

申报总市值

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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	TXN	Texas Instruments INC	股票-科技	11.53%	-11.52%	EXIT
2	LITE	Lumentum Holdings INC	股票-科技	9.66%	-9.66%	EXIT
3	VIAV	Viavi Solutions INC	股票-科技	4.56%	-4.56%	EXIT
4	NFLX	Netflix INC	股票-通信服务	4.54%	-4.54%	EXIT
5	RUN	Sunrun INC	股票-科技	4.29%	-4.29%	EXIT
6	CSIQ	Canadian Solar INC	股票-其他	4.22%	-4.22%	EXIT
7	FN	Fabrinet	股票-科技	3.82%	-3.82%	EXIT
8	✓	8point3 Energy Partners LP	股票-其他	3.58%	-3.58%	EXIT
9	IPHI	Inphi CORP	股票-其他	3.54%	-3.54%	EXIT
10	MTSI	Macom Technology Solutions H	股票-科技	3.31%	-3.31%	EXIT
11	CHLUSD	China Mobile Ltd-spon Adr	股票-其他	3.23%	-3.23%	EXIT
12	WDC	Western Digital CORP	股票-科技	2.98%	-2.98%	EXIT
13	FTNT	Fortinet INC	股票-科技	2.98%	-2.98%	EXIT
14	MU	Micron Technology INC	股票-科技	2.97%	-2.97%	EXIT
15	NPTNEUR	Neophotonics CORP	股票-其他	2.80%	-2.80%	EXIT
16	VSLR	Vivint Solar INC	股票-其他	2.57%	-2.57%	EXIT
17	HIMX	Himax Technologies Inc-adr	股票-其他	2.48%	-2.48%	EXIT
18	CMCSA	Comcast Corp-class A	股票-通信服务	2.46%	-2.46%	EXIT
19	SYNA	Synaptics INC	股票-其他	2.10%	-2.10%	EXIT
20	NOW	Servicenow INC	股票-科技	2.03%	-2.03%	EXIT
21	TSLA	Tesla INC	股票-周期性消费	1.96%	-1.96%	EXIT
22	CRM	Salesforce INC	股票-科技	1.68%	-1.68%	EXIT
23	JKS	Jinkosolar Holding Co-adr	股票-其他	1.46%	-1.46%	EXIT
24	RHT1EUR	Red Hat INC	股票-其他	1.40%	-1.40%	EXIT
25	FNSR	Finisar Corporation	股票-其他	1.26%	-1.26%	EXIT
26	ACIA	Acacia Communications INC	股票-其他	1.24%	-1.24%	EXIT
27	✓	Oclaro INC	股票-其他	1.23%	-1.23%	EXIT
28	GSUM	Gridsum Holding Inc-adr	股票-其他	1.10%	-1.10%	EXIT
29	T	At&t INC	股票-通信服务	1.08%	-1.08%	EXIT
30	NXPI	NXP Semiconductors N.V.	股票-科技	1.01%	-1.01%	EXIT
31	CYEUR	Cypress Semiconductor CORP	股票-其他	0.94%	-0.94%	EXIT
32	CIEN	Ciena CORP	股票-科技	0.92%	-0.92%	EXIT
33	STM	Stmicroelectronics Nv-ny Shs	股票-科技	0.77%	-0.77%	EXIT
34	SPWRQ	Sunpower CORP	股票-其他	0.65%	-0.65%	EXIT
35	VZ	Verizon Communications INC	股票-通信服务	0.63%	-0.63%	EXIT
36	IBM	Intl Business Machines CORP	股票-科技	0.60%	-0.60%	EXIT
37	AEIS	Advanced Energy Industries	股票-工业	0.60%	-0.60%	EXIT
38	✓	Electro Scientific Inds INC	股票-其他	0.44%	-0.44%	EXIT
39	VECO	Veeco Instruments INC	股票-其他	0.41%	-0.41%	EXIT
40	HPE	Hewlett Packard Enterprise	股票-科技	0.33%	-0.33%	EXIT
41	STX	Seagate Technology Holdings plc	股票-科技	0.21%	-0.21%	EXIT
42	AMD	Advanced Micro Devices	股票-科技	0.13%	-0.13%	EXIT
43	LSCC	Lattice Semiconductor CORP	股票-科技	0.12%	-0.12%	EXIT
44	✓	Sky Solar Hldgs LTD	股票-其他	0.12%	-0.12%	EXIT
45	MKSI	Mks INC	股票-科技	0.10%	-0.10%	EXIT

本季持股变动

Quentec Asset Management LLC 于截至 Q4 2017 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	FTNT	Fortinet INC	+2.2%	+87.96%	加仓
2	IPHI	Inphi CORP	+1.8%	+36.91%	加仓
3	NPTNEUR	Neophotonics CORP	+1.5%	+12.23%	加仓
4	RUN	Sunrun INC	+1.4%	-10.82%	减仓
5	VSLR	Vivint Solar INC	+1.2%	+1.33%	加仓
6	MU	Micron Technology INC	+0.5%	-25.96%	减仓
7	CHLUSD	China Mobile Ltd-spon Adr	+0.5%	-24.75%	减仓
8	✓	8point3 Energy Partners LP	+0.2%	-33.98%	减仓
9	GSUM	Gridsum Holding Inc-adr	-0.1%	-33.59%	减仓
10	VIAV	Viavi Solutions INC	-0.3%	-34.84%	减仓
11	RHT1EUR	Red Hat INC	-0.3%	-50.87%	减仓
12	AMD	Advanced Micro Devices	-0.3%	-74.75%	减仓
13	STM	Stmicroelectronics Nv-ny Shs	-0.3%	-59.48%	减仓
14	CSIQ	Canadian Solar INC	-0.4%	-42.35%	减仓
15	HIMX	Himax Technologies Inc-adr	-0.4%	-43.46%	减仓
16	FNSR	Finisar Corporation	-1.1%	-63.58%	减仓
17	NOW	Servicenow INC	-6.1%	-85.62%	减仓
18	TSLA	Tesla INC	-9.1%	-87.59%	减仓
19	LITE	Lumentum Holdings INC	-9.4%	-64.23%	减仓
20	TXN	Texas Instruments INC	—	NEW	新建仓
21	SHOP	Shopify INC - Class A	—	EXIT	清仓
22	NVDA	Nvidia CORP	—	EXIT	清仓
23	NFLX	Netflix INC	—	NEW	新建仓
24	DQ	Daqo New Energy Corp-adr	—	EXIT	清仓
25	WDAY	Workday Inc-class A	—	EXIT	清仓
26	MTSI	Macom Technology Solutions H	—	NEW	新建仓
27	✓	TerraForm Global, Inc. Class A	—	EXIT	清仓
28	WDC	Western Digital CORP	—	NEW	新建仓
29	CMCSA	Comcast Corp-class A	—	NEW	新建仓
30	SYNA	Synaptics INC	—	NEW	新建仓
31	VSH	Vishay Intertechnology INC	—	EXIT	清仓
32	✓	Jinkosolar Hldg Co LTD	—	EXIT	清仓
33	SEDG	Solaredge Technologies INC	—	EXIT	清仓
34	AAOI	Applied Optoelectronics INC	—	EXIT	清仓
35	COHR	Coherent Corp.	—	EXIT	清仓
36	CRM	Salesforce INC	—	NEW	新建仓
37	JKS	Jinkosolar Holding Co-adr	—	NEW	新建仓
38	ACIA	Acacia Communications INC	—	NEW	新建仓
39	T	At&t INC	—	NEW	新建仓
40	NXPI	NXP Semiconductors N.V.	—	NEW	新建仓
41	CYEUR	Cypress Semiconductor CORP	—	NEW	新建仓
42	CIEN	Ciena CORP	—	NEW	新建仓
43	VZ	Verizon Communications INC	—	NEW	新建仓
44	IBM	Intl Business Machines CORP	—	NEW	新建仓
45	AEIS	Advanced Energy Industries	—	NEW	新建仓
46	LPL	Lg Display Co Ltd-adr	—	EXIT	清仓
47	✓	Electro Scientific Inds INC	—	NEW	新建仓
48	VECO	Veeco Instruments INC	—	NEW	新建仓
49	HPE	Hewlett Packard Enterprise	—	NEW	新建仓
50	STX	Seagate Technology Holdings plc	—	NEW	新建仓