SkyTop Capital Management LLC — Q1 2019 13F 持股

Name: SkyTop Capital Management LLC — 13F Holdings, Q1 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001512690

申報總市值

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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	OPLN	Openlane INC	股票-其他	22.79%	-4.89%	EXIT
2	NXST	Nexstar Media Group INC	股票-通訊服務	12.17%	-4.52%	EXIT
3	✓		股票-其他	11.55%	—	+2.02%
4	AABAUSD	Altaba INC	股票-其他	10.28%	—	-14.43%
5	EQIX	Equinix INC	股票-房地產	9.75%	-10.40%	EXIT
6	CSTM	Constellium SE	股票-其他	8.59%	—	+40.41%
7	PYPL	Paypal Holdings INC	股票-金融	4.60%	-4.94%	EXIT
8	MSFT	Microsoft CORP	股票-科技	4.42%	-10.59%	EXIT
9	BAC	Bank Of America CORP	股票-金融	4.17%	-2.19%	EXIT
10	GM	General Motors Co	股票-循環性消費	4.10%	-1.78%	EXIT
11	TTWO	Take-two Interactive Softwre	股票-通訊服務	3.80%	—	-23.16%
12	XPO	Xpo INC	股票-工業	3.77%	—	—

SkyTop Capital Management LLC 於截至 Q1 2019 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	OPLN	Openlane INC	+20.1%	+1018.25%	加碼
2	EQIX	Equinix INC	+2.6%	+53.33%	加碼
3	GM	General Motors Co	+1.6%	+114.55%	加碼
4	NXST	Nexstar Media Group INC	+1.6%	+20.00%	加碼
5	CSTM	Constellium SE	+0.9%	+40.41%	加碼
6	PYPL	Paypal Holdings INC	-0.8%	—	不變
7	✓		-1.7%	+2.02%	加碼
8	XPO	Xpo INC	-2%	—	不變
9	MSFT	Microsoft CORP	-2.4%	-20.00%	減碼
10	AABAUSD	Altaba INC	-3.2%	-14.43%	減碼
11	TTWO	Take-two Interactive Softwre	-4%	-23.16%	減碼
12	BAC	Bank Of America CORP	—	NEW	新建倉
13	BAC	Bank of America Corporation	—	EXIT	清倉
14	QABA	First Trust Nasdaq Aba Cbif	—	EXIT	清倉
15	EA	Electronic Arts INC	—	EXIT	清倉
16	GOOG	Alphabet Inc-cl C	—	EXIT	清倉
17	RACE	Ferrari N.V.	—	EXIT	清倉
18	FWONKUSD	Liberty Media Corp-liberty-c	—	EXIT	清倉
19	ORLY	O'reilly Automotive INC	—	EXIT	清倉
20	NXPI	NXP Semiconductors N.V.	—	EXIT	清倉
21	AAP	Advance Auto Parts INC	—	EXIT	清倉