Zeno Research, LLC — Q4 2020 13F 持股

Name: Zeno Research, LLC — 13F Holdings, Q4 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001792460

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	TMUS	T-mobile US INC	股票-通信服务	12.04%	—	—
2	UNIT	Uniti Group Inc.	股票-其他	11.38%	—	—
3	DIS	Walt Disney Co/the	股票-通信服务	8.67%	—	—
4	CONE1EUR	Cyrusone INC	股票-其他	7.96%	—	—
5	WMG	Warner Music Group Corp-cl A	股票-其他	7.87%	—	—
6	META	Meta Platforms Inc-class A	股票-通信服务	5.84%	—	—
7	NFLX	Netflix INC	股票-通信服务	4.50%	—	—
8	SBAC	Sba Communications CORP	股票-房地产	4.20%	—	—
9	AMT	American Tower CORP	股票-房地产	3.89%	—	—
10	CHTR	Charter Communications Inc-a	股票-通信服务	3.56%	—	—
11	IHRT	Iheartmedia INC - Class A	股票-其他	3.13%	—	—
12	LAMR	Lamar Advertising Co-a	股票-房地产	2.92%	—	—
13	SJR-BEUR	Shaw Communications Inc-b	股票-其他	2.86%	—	—
14	RCI	Rogers Communications Inc-b	股票-其他	2.62%	—	—
15	LM03	Liberty Media Cor-siriusxm A	股票-其他	2.48%	—	—
16	GDS	Gds Holdings LTD - Adr	股票-其他	2.43%	—	—
17	COR1EUR	Coresite Realty CORP	股票-其他	2.40%	—	—
18	LBRDK	Liberty Broadband-c	股票-通信服务	2.32%	—	—
19	IPG	Interpublic Group Of Cos INC	股票-其他	2.02%	—	—
20	SIXEUR	Six Flags Entertainment CORP	股票-其他	1.82%	—	—
21	DLR	Digital Realty Trust INC	股票-房地产	1.80%	—	—
22	NXST	Nexstar Media Group INC	股票-通信服务	1.20%	—	—
23	GTN	Gray Media INC	股票-其他	0.77%	—	—
24	PRKS	United Parks & Resorts INC	股票-其他	0.73%	—	—
25	DISH	Dish Network Corp-a	股票-其他	0.59%	—	—