Union Point Advisors, LLC — Q1 2015 13F 持股

Name: Union Point Advisors, LLC — 13F Holdings, Q1 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001591799

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	META	Meta Platforms Inc-class A	股票-通訊服務	8.36%	-8.36%	EXIT
2	AAPL	Apple INC	股票-科技	7.55%	-7.55%	EXIT
3	CCI	Crown Castle INC	股票-房地產	7.37%	-7.37%	EXIT
4	AMT	American Tower CORP	股票-房地產	6.78%	-6.78%	EXIT
5	ARM	Arm Holdings plc	股票-科技	6.73%	-6.73%	EXIT
6	V	Visa Inc-class A Shares	股票-金融	6.66%	-6.66%	EXIT
7	NXPI	NXP Semiconductors N.V.	股票-科技	6.62%	-6.62%	EXIT
8	SUNEQUSD	Sunedison INC	股票-其他	6.28%	-6.28%	EXIT
9	MXIM	Maxim Integrated Products	股票-其他	5.96%	-5.96%	EXIT
10	GOOG	Alphabet A	股票-通訊服務	5.43%	-5.43%	EXIT
11	WDC	Western Digital CORP	股票-科技	5.01%	-5.01%	EXIT
12	✓	Delphi Automotive PLC	股票-其他	4.35%	-4.35%	EXIT
13	CRM	Salesforce INC	股票-科技	3.78%	-3.78%	EXIT
14	TWTRUSD	Twitter INC	股票-其他	3.32%	-3.32%	EXIT
15	NXPI	NXP Semiconductors N.V.	股票-科技	2.80%	-2.80%	EXIT
16	NOW	Servicenow INC	股票-科技	2.51%	-2.51%	EXIT
17	GPRO	Gopro Inc-class A	股票-其他	2.39%	-2.39%	EXIT
18	✓	Cree INC	股票-其他	1.83%	-1.83%	EXIT
19	✓	Cree INC	股票-其他	1.83%	-1.83%	EXIT
20	TSLA	Tesla INC	股票-循環性消費	1.70%	-1.70%	EXIT
21	WHR	Whirlpool CORP	股票-循環性消費	1.36%	-1.36%	EXIT
22	BABA	Alibaba Group Holding-sp Adr	股票-循環性消費	1.36%	-1.36%	EXIT

Union Point Advisors, LLC 於截至 Q1 2015 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	+4.7%	+76.52%	加碼
2	AAPL	Apple INC	+2.4%	+5.22%	加碼
3	CCI	Crown Castle INC	+2.2%	+10.74%	加碼
4	MXIM	Maxim Integrated Products	+1.4%	-2.10%	減碼
5	GPRO	Gopro Inc-class A	-0.6%	-3.77%	減碼
6	CRM	Salesforce INC	-2.3%	-55.00%	減碼
7	NOW	Servicenow INC	-2.3%	-63.48%	減碼
8	BABA	Alibaba Group Holding-sp Adr	-2.3%	-62.44%	減碼
9	WHR	Whirlpool CORP	-6.7%	-86.74%	減碼
10	ARM	Arm Holdings plc	-11.4%	-71.57%	減碼
11	✓		—	EXIT	清倉
12	AMAT	Applied Materials INC	—	EXIT	清倉
13	BWA	Borgwarner INC	—	EXIT	清倉
14	AMT	American Tower CORP	—	NEW	新建倉
15	V	Visa Inc-class A Shares	—	NEW	新建倉
16	NXPI	NXP Semiconductors N.V.	—	NEW	新建倉
17	SUNEQUSD	Sunedison INC	—	NEW	新建倉
18	GOOG	Alphabet A	—	NEW	新建倉
19	MA	Mastercard INC - A	—	EXIT	清倉
20	CMCSA	Comcast Corp-class A	—	EXIT	清倉
21	WDC	Western Digital CORP	—	NEW	新建倉
22	✓	Cree INC	—	EXIT	清倉
23	✓	Delphi Automotive PLC	—	NEW	新建倉
24	TWTRUSD	Twitter INC	—	NEW	新建倉
25	NXPI	NXP Semiconductors N.V.	—	EXIT	清倉
26	NXPI	NXP Semiconductors N.V.	—	NEW	新建倉
27	PEGIEUR	Pattern Energy Group INC -a	—	EXIT	清倉
28	✓	Solarcity CORP	—	EXIT	清倉
29	✓	Cree INC	—	NEW	新建倉
30	✓	Cree INC	—	NEW	新建倉
31	TSLA	Tesla INC	—	NEW	新建倉
32	XLI	Ss Industrial Select Sector	—	EXIT	清倉
33	VSLR	Vivint Solar INC	—	EXIT	清倉