Spo Advisory CORP — Q3 2018 13F 持股

Name: Spo Advisory CORP — 13F Holdings, Q3 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0000919468

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	EQIX	Equinix INC	股票-房地產	12.04%	-7.48%	EXIT
2	META	Meta Platforms Inc-class A	股票-通訊服務	11.84%	—	+50.59%
3	LBTYA	Liberty Global Ltd.	股票-其他	11.24%	-15.53%	EXIT
4	CHTR	Charter Communications Inc-a	股票-通訊服務	10.31%	-14.43%	EXIT
5	TDG	Transdigm Group INC	股票-工業	10.18%	-15.78%	EXIT
6	GOOG	Alphabet Inc-cl C	股票-通訊服務	9.64%	-14.99%	EXIT
7	Z	Zillow Group INC - C	股票-通訊服務	7.27%	-0.86%	EXIT
8	SCHW	Schwab (charles) CORP	股票-金融	7.02%	-8.16%	EXIT
9	FWONKUSD	Liberty Media Corp-liberty-c	股票-其他	6.87%	-10.14%	EXIT
10	MTN	Vail Resorts INC	股票-循環性消費	6.46%	-9.62%	EXIT
11	GOOGL	Alphabet Inc-cl A	股票-通訊服務	2.94%	-1.48%	EXIT
12	EA	Electronic Arts INC	股票-通訊服務	1.46%	-0.61%	EXIT
13	ZAYOEUR	Zayo Group Holdings INC	股票-其他	1.29%	—	-80.52%
14	LBTYA	Liberty Global Ltd.	股票-其他	0.73%	-0.92%	EXIT
15	ZG	Zillow Group INC - A	股票-通訊服務	0.72%	—	—

Spo Advisory CORP 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	META	Meta Platforms Inc-class A	+3.9%	+50.59%	加碼
2	TDG	Transdigm Group INC	+2.6%	+7.03%	加碼
3	GOOG	Alphabet Inc-cl C	+1.9%	—	不變
4	EQIX	Equinix INC	+1.8%	—	不變
5	Z	Zillow Group INC - C	+1%	+33.26%	加碼
6	MTN	Vail Resorts INC	+0.9%	—	不變
7	SCHW	Schwab (charles) CORP	+0.5%	-3.25%	減碼
8	CHTR	Charter Communications Inc-a	+0.4%	-19.72%	減碼
9	LBTYA	Liberty Global Ltd.	+0.1%	—	不變
10	ZG	Zillow Group INC - A	-0.1%	—	不變
11	GOOGL	Alphabet Inc-cl A	-0.3%	-26.02%	減碼
12	FWONKUSD	Liberty Media Corp-liberty-c	-1.2%	-27.11%	減碼
13	LBTYA	Liberty Global Ltd.	-2.3%	-32.36%	減碼
14	ZAYOEUR	Zayo Group Holdings INC	-4.7%	-80.52%	減碼
15	LPLA	Lpl Financial Holdings INC	—	EXIT	清倉
16	LPI1EUR	Laredo Petroleum INC	—	EXIT	清倉
17	EA	Electronic Arts INC	—	NEW	新建倉