Seven Eight Capital, LP — Q2 2021 13F 持股

Name: Seven Eight Capital, LP — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001575129

申報總市值

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本季完整持股清單

僅顯示前 200 大持股（共 562 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	MU	Micron Technology INC	股票-科技	1.37%	—	+696.21%
2	TSM	Taiwan Semiconductor-sp Adr	股票-科技	1.35%	—	—
3	NUANEUR	Nuance Communications INC	股票-其他	1.17%	—	+94.97%
4	FISV	Fiserv INC	股票-其他	0.94%	—	+136.06%
5	PFPT	Proofpoint INC	股票-其他	0.93%	—	—
6	MGM	Mgm Resorts International	股票-循環性消費	0.87%	—	—
7	AMD	Advanced Micro Devices	股票-科技	0.86%	—	+240.55%
8	AAPL	Apple INC	股票-科技	0.82%	—	—
9	TFC	Truist Financial CORP	股票-金融	0.74%	—	+35.21%
10	VEEV	Veeva Systems Inc-class A	股票-醫療保健	0.71%	—	—
11	MKC	Mccormick & Co-non Vtg Shrs	股票-非循環性消費	0.71%	—	—
12	BSX	Boston Scientific CORP	股票-醫療保健	0.70%	—	+105.11%
13	UBER	Uber Technologies INC	股票-工業	0.67%	—	+374.59%
14	PENN	Penn Entertainment INC	股票-循環性消費	0.65%	—	—
15	GPN	Global Payments INC	股票-工業	0.64%	—	—
16	XYZ	Block INC	股票-金融	0.60%	—	—
17	NTAP	Netapp INC	股票-科技	0.58%	—	-9.96%
18	TRV	Travelers Cos Inc/the	股票-金融	0.58%	—	—
19	SNAP	Snap INC - A	股票-通訊服務	0.57%	—	—
20	AJG	Arthur J Gallagher & Co	股票-金融	0.55%	—	—
21	CRM	Salesforce INC	股票-科技	0.55%	—	—
22	HRL	Hormel Foods CORP	股票-非循環性消費	0.54%	—	+374.16%
23	ELAN	Elanco Animal Health INC	股票-醫療保健	0.54%	—	—
24	KEY	Keycorp	股票-金融	0.54%	—	+742.21%
25	MXIM	Maxim Integrated Products	股票-其他	0.54%	—	—
26	AAP	Advance Auto Parts INC	股票-循環性消費	0.53%	—	—
27	CERNCHF	Cerner CORP	股票-其他	0.52%	—	+193.90%
28	HBAN	Huntington Bancshares INC	股票-金融	0.52%	—	—
29	KSUEUR	Kansas City Southern	股票-其他	0.52%	—	—
30	PRAH	Pra Health Sciences INC	股票-其他	0.52%	—	—
31	T	At&t INC	股票-通訊服務	0.51%	—	—
32	APD	Air Products & Chemicals INC	股票-原物料	0.49%	—	+122.87%
33	DRI	Darden Restaurants INC	股票-循環性消費	0.49%	—	-5.65%
34	F	Ford Motor Co	股票-循環性消費	0.46%	—	-45.22%
35	NNOX	Nano-X Imaging Ltd.	股票-其他	0.45%	—	+1366.10%
36	CI	THE Cigna Group	股票-醫療保健	0.45%	—	—
37	CRWD	Crowdstrike Holdings INC - A	股票-科技	0.43%	—	+196.96%
38	BBL	Bhp Group Plc-adr	股票-其他	0.41%	—	+538.88%
39	MS	Morgan Stanley	股票-金融	0.41%	—	—
40	ITW	Illinois Tool Works	股票-工業	0.41%	—	—
41	PCAR	Paccar INC	股票-工業	0.41%	—	—
42	JD	Jd.com Inc-adr	股票-循環性消費	0.40%	—	—
43	LUV	Southwest Airlines Co	股票-工業	0.40%	—	—
44	HDB	Hdfc Bank Ltd-adr	股票-金融	0.40%	—	+886.28%
45	OKE	Oneok INC	股票-能源	0.39%	—	—
46	NOK	Nokia Corp-spon Adr	股票-科技	0.39%	—	—
47	MFS1EUR	Welbilt INC	股票-其他	0.39%	—	—
48	KEL	Kellanova	股票-其他	0.38%	—	—
49	LEN	Lennar Corp-a	股票-循環性消費	0.37%	—	+29.70%
50	WDAY	Workday Inc-class A	股票-科技	0.37%	—	—

1–50 of 200

本季持股變動

Seven Eight Capital, LP 於截至 Q2 2021 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	RP	Realpage INC	—	EXIT	清倉
2	ALXN	Alexion Pharmaceuticals INC	—	EXIT	清倉
3	HYLN	Hyliion Holdings CORP	—	EXIT	清倉
4	APOEUR	Apollo Asset Management INC	—	EXIT	清倉
5	WORK	Slack Technologies Inc- Cl A	—	EXIT	清倉
6	ON	On Semiconductor	—	EXIT	清倉
7	FEYECHF	Mandiant INC	—	EXIT	清倉
8	EFX	Equifax INC	—	EXIT	清倉
9	NYT	New York Times Co-a	—	EXIT	清倉
10	NTAP	Netapp INC	—	EXIT	清倉
11	Z	Zillow Group INC - C	—	EXIT	清倉
12	HLT	Hilton Worldwide Holdings In	—	EXIT	清倉
13	MPC	Marathon Petroleum CORP	—	EXIT	清倉
14	F	Ford Motor Co	—	EXIT	清倉
15	BABA	Alibaba Group Holding-sp Adr	—	EXIT	清倉
16	NUANEUR	Nuance Communications INC	—	EXIT	清倉
17	CARR	Carrier Global CORP	—	EXIT	清倉
18	SMARGBP	Smartsheet Inc-class A	—	EXIT	清倉
19	PTON	Peloton Interactive Inc-a	—	EXIT	清倉
20	TFC	Truist Financial CORP	—	EXIT	清倉
21	MSFT	Microsoft CORP	—	EXIT	清倉
22	HWM	Howmet Aerospace INC	—	EXIT	清倉
23	IT	Gartner INC	—	EXIT	清倉
24	BBBY	Bed Bath & Beyond INC	—	EXIT	清倉
25	NVO	Novo-nordisk A/s-spons Adr	—	EXIT	清倉
26	UAA	Under Armour Inc-class A	—	EXIT	清倉
27	DRI	Darden Restaurants INC	—	EXIT	清倉
28	FISV	Fiserv INC	—	EXIT	清倉
29	✓	Inovio Pharmaceuticals INC	—	EXIT	清倉
30	AAL	American Airlines Group INC	—	EXIT	清倉
31	LOW	Lowe's Cos INC	—	EXIT	清倉
32	WU	Western Union Co	—	EXIT	清倉
33	SONO	Sonos INC	—	EXIT	清倉
34	NWSA	News CORP - Class A	—	EXIT	清倉
35	IHS	Ihs Markit LTD	—	EXIT	清倉
36	UAL	United Airlines Holdings INC	—	EXIT	清倉
37	PODD	Insulet CORP	—	EXIT	清倉
38	DOX	Amdocs Limited	—	EXIT	清倉
39	MTDR	Matador Resources Co	—	EXIT	清倉
40	ES	Eversource Energy	—	EXIT	清倉
41	MGNI	Magnite INC	—	EXIT	清倉
42	CPRT	Copart INC	—	EXIT	清倉
43	AJRDEUR	Aerojet Rocketdyne Holdings	—	EXIT	清倉
44	IR	Ingersoll-rand INC	—	EXIT	清倉
45	TRU	Transunion	—	EXIT	清倉
46	INSGEUR	Inseego CORP	—	EXIT	清倉
47	LAC1EUR	Lithium Americas CORP	—	EXIT	清倉
48	MOMOUSD	Momo Inc-spon Adr	—	EXIT	清倉
49	DELL	Dell Technologies -c	—	EXIT	清倉
50	LEVI	Levi Strauss & Co- Class A	—	EXIT	清倉