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

申報總市值

US$1.0億

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
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-非循環性消費	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-通訊服務	5.08%	+9.21%	-37.68%
11	KROTYUSD	Cogna Educacao SA	股票-其他	0.02%	-0.02%	EXIT

Anavon Capital LLP 於截至 Q3 2018 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IBKR	Interactive Brokers Gro-cl A	+8.4%	+75.85%	加碼
2	✓		+0.8%	+19.45%	加碼
3	SFLY	Shutterfly LLC	+0.7%	-12.85%	減碼
4	DISCAUSD	Discovery INC - A	+0.5%	-6.73%	減碼
5	EA	Electronic Arts INC	-0.5%	-37.68%	減碼
6	S9Q	Spirit Aerosystems Hold-cl A	—	NEW	新建倉
7	SONY	Sony Group CORP - Sp Adr	—	NEW	新建倉
8	ARNCCHF	Arconic INC	—	NEW	新建倉
9	STZ	Constellation Brands Inc-a	—	NEW	新建倉
10	CARS	Cars.com INC	—	NEW	新建倉
11	CAR	Avis Budget Group INC	—	EXIT	清倉
12	QRVO	Qorvo INC	—	EXIT	清倉
13	FOSL	Fossil Group INC	—	EXIT	清倉
14	CABO	Cable One INC	—	EXIT	清倉
15	TRIP	Tripadvisor INC	—	EXIT	清倉
16	BA	Boeing Co/the	—	EXIT	清倉
17	ECHO	Echostar Corp-a	—	EXIT	清倉
18	XXI	Twenty One Capital, Inc.	—	EXIT	清倉
19	ENVUSD	Envestnet INC	—	EXIT	清倉
20	SCOR1EUR	Comscore INC	—	EXIT	清倉
21	PTC	Ptc INC	—	EXIT	清倉
22	KROTYUSD	Cogna Educacao SA	—	NEW	新建倉