申报总市值
US$66.9亿
申报季度: 2017-12-31 · 持股只数: 212
COLUMBIA WANGER ASSET MANAGEMENT LLC在最新一期 13F 报告中披露了 212 项持股,申报期为 2017-12-31,总持股市值约为 US$66.9亿,季度换手率为 35.5%。
减仓 ALGN
-57.9% -US$5914.4万
减仓 LIVN
-59.2% -US$5604.0万
减仓 OSK
-59.9% -US$5489.1万
加仓 IPHI
+6796.8% US$3311.2万
减仓 WSO
-55.7% -US$3265.9万
减仓 IT
-56.2% -US$3097.2万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | 股票-其他 | 1.75% | — | +5.62% | ||
| 2 | MASI* | Masimo CORP | 股票-其他 | 1.54% | — | +18.68% | |
| 3 | AKX | Ansys INC | 股票-其他 | 1.29% | — | +0.35% | |
| 4 | ASR | Grupo Aeroportuario Sur-adr | 股票-其他 | 1.19% | — | +0.64% | |
| 5 | EDU | New Oriental Education & Technology Group Inc. | 股票-非周期性消费 | 1.18% | — | -9.36% | |
| 6 | PRAH | Pra Health Sciences INC | 股票-其他 | 1.16% | +0.27% | +7.24% | |
| 7 | STAYUSD | Extended Stay America INC | 股票-其他 | 1.08% | — | -10.45% | |
| 8 | EVEUR | Eaton Vance CORP | 股票-其他 | 1.08% | — | +8.44% | |
| 9 | LAZ | Lazard, Inc. | 股票-金融 | 1.06% | — | +8.68% | |
| 10 | ODFL | Old Dominion Freight Line | 股票-工业 | 1.05% | +0.41% | +35.79% | |
| 11 | IPGP | Ipg Photonics CORP | 股票-科技 | 1.02% | — | -24.82% | |
| 12 | SNA | Snap-on INC | 股票-工业 | 1.01% | — | +0.55% | |
| 13 | RARE | Ultragenyx Pharmaceutical In | 股票-其他 | 1.00% | -0.26% | -9.51% | |
| 14 | WBC1EUR | Wabco Holdings INC | 股票-其他 | 0.97% | — | +7.59% | |
| 15 | LCII | Lci Industries | 股票-周期性消费 | 0.97% | -0.41% | -37.92% | |
| 16 | TXRH | Texas Roadhouse INC | 股票-周期性消费 | 0.94% | — | -2.57% | |
| 17 | PLAY | Dave & Buster's Entertainmen | 股票-其他 | 0.92% | — | +12.06% | |
| 18 | TRU | Transunion | 股票-金融 | 0.92% | -0.38% | -39.77% | |
| 19 | SIVBEUR | Svb Financial Group | 股票-其他 | 0.90% | — | -20.05% | |
| 20 | AEIS | Advanced Energy Industries | 股票-工业 | 0.90% | — | +50.80% | |
| 21 | POOL | Pool CORP | 股票-工业 | 0.90% | — | +9.69% | |
| 22 | QLYS | Qualys INC | 股票-科技 | 0.89% | -0.43% | -41.37% | |
| 23 | ALGN | Align Technology INC | 股票-医疗保健 | 0.89% | -0.87% | -57.89% | |
| 24 | CBM | Cambrex CORP | 股票-其他 | 0.89% | — | +8.50% | |
| 25 | CDW | Cdw Corp/de | 股票-科技 | 0.88% | — | -22.04% | |
| 26 | CAE | Cae INC | 股票-其他 | 0.88% | — | +3.14% | |
| 27 | CPS | Cooper-standard Holding | 股票-其他 | 0.87% | — | +19.15% | |
| 28 | TTC | Toro Co | 股票-工业 | 0.87% | — | -5.10% | |
| 29 | ✓ | Bioverativ Inc | 股票-其他 | 0.83% | +0.32% | +69.20% | |
| 30 | VREX | Varex Imaging CORP | 股票-其他 | 0.82% | — | +6.10% | |
| 31 | GHDX | Genomic Health INC | 股票-其他 | 0.82% | +0.27% | +38.71% | |
| 32 | CVSA | Covista INC | 股票-非周期性消费 | 0.82% | — | +16.21% | |
| 33 | HAE | Haemonetics Corp/mass | 股票-其他 | 0.79% | +0.28% | +19.14% | |
| 34 | TER | Teradyne INC | 股票-科技 | 0.78% | +0.26% | +31.94% | |
| 35 | GDDY | Godaddy INC - Class A | 股票-科技 | 0.78% | — | -26.10% | |
| 36 | MPWR | Monolithic Power Systems INC | 股票-科技 | 0.78% | — | -22.54% | |
| 37 | CGNX | Cognex CORP | 股票-科技 | 0.75% | — | +100.00% | |
| 38 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.75% | — | -7.92% | |
| 39 | NDSN | Nordson CORP | 股票-工业 | 0.74% | — | -20.92% | |
| 40 | GGG | Graco INC | 股票-工业 | 0.73% | — | +233.63% | |
| 41 | LIVN | LivaNova PLC | 股票-其他 | 0.73% | -0.82% | -59.22% | |
| 42 | HLI | Houlihan Lokey INC | 股票-金融 | 0.72% | — | +29.22% | |
| 43 | BFAM | Bright Horizons Family Solut | 股票-周期性消费 | 0.71% | — | -19.38% | |
| 44 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.71% | — | — | |
| 45 | BCO | Brink's Co/the | 股票-工业 | 0.69% | — | +13.85% | |
| 46 | IRTC | Irhythm Holdings INC | 股票-医疗保健 | 0.68% | — | -29.08% | |
| 47 | COHR | Coherent Corp. | 股票-科技 | 0.67% | +0.39% | +111.54% | |
| 48 | LKQ | Lkq CORP | 股票-周期性消费 | 0.67% | — | +0.81% | |
| 49 | AMN | Amn Healthcare Services INC | 股票-其他 | 0.67% | — | -1.39% | |
| 50 | I8R | Irobot CORP | 股票-其他 | 0.67% | +0.26% | +62.31% |
可定价持仓数据尚不足以计算表现
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2017-12-31 | 212 | US$66.9亿 | 36 | |
| 2017-09-30 | 204 | US$67.6亿 | 35 | |
| 2017-06-30 | 200 | US$70.1亿 | 34 | |
| 2017-03-31 | 198 | US$71.2亿 | 43 | |
| 2016-12-31 | 196 | US$71.2亿 | 32 | |
| 2016-09-30 | 195 | US$76.3亿 | 37 | |
| 2016-06-30 | 198 | US$86.2亿 | 47 | |
| 2016-03-31 | 181 | US$92.9亿 | 68 | |
| 2015-12-31 | 175 | US$99.8亿 | 36 | |
| 2015-09-30 | 186 | US$125.4亿 | 31 | |
| 2015-06-30 | 203 | US$155.5亿 | 30 | |
| 2015-03-31 | 213 | US$183.9亿 | 28 | |
| 2014-12-31 | 272 | US$201.9亿 | 27 | |
| 2014-09-30 | 280 | US$217.2亿 | 21 | |
| 2014-06-30 | 303 | US$249.2亿 | 20 | |
| 2014-03-31 | 301 | US$254.4亿 | 17 | |
| 2013-12-31 | 301 | US$261.8亿 | 20 | |
| 2013-09-30 | 296 | US$248.2亿 | 22 | |
| 2013-06-30 | 310 | US$228.6亿 | 0 |
Columbia Wanger Asset Management LLC 在 2017-12-31 最显著的持仓异动: 清仓: Manhattan Associates INC (MANH); 新建仓: Grand Canyon Education INC (LOPE); 新建仓: Avery Dennison CORP (AVY); 新建仓: Mks INC (MKSI); 新建仓: Quaker Chemical Corporation (KWR).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IPHI | Inphi CORP | +0.5% | +6796.83% | 加仓 |
| 2 | AMED | Amedisys INC | +0.5% | +681.31% | 加仓 |
| 3 | ODFL | Old Dominion Freight Line | +0.4% | +35.79% | 加仓 |
| 4 | AYXEUR | Alteryx INC - Class A | +0.4% | +151.62% | 加仓 |
| 5 | COHR | Coherent Corp. | +0.4% | +111.54% | 加仓 |
| 6 | TECH | Bio-techne CORP | +0.3% | +158.11% | 加仓 |
| 7 | AMBA | Ambarella, Inc. | +0.3% | +171.25% | 加仓 |
| 8 | ✓ | Bioverativ Inc | +0.3% | +69.20% | 加仓 |
| 9 | JOBSUSD | 51job Inc-adr | +0.3% | +106.67% | 加仓 |
| 10 | HAE | Haemonetics Corp/mass | +0.3% | +19.14% | 加仓 |
| 11 | GHDX | Genomic Health INC | +0.3% | +38.71% | 加仓 |
| 12 | PRAH | Pra Health Sciences INC | +0.3% | +7.24% | 加仓 |
| 13 | ✓ | Mimecast LTD | +0.3% | +125.60% | 加仓 |
| 14 | TER | Teradyne INC | +0.3% | +31.94% | 加仓 |
| 15 | I8R | Irobot CORP | +0.3% | +62.31% | 加仓 |
| 16 | RHI | Robert Half INC | +0.3% | +64.47% | 加仓 |
| 17 | MTN | Vail Resorts INC | -0.3% | -25.39% | 减仓 |
| 18 | RARE | Ultragenyx Pharmaceutical In | -0.3% | -9.51% | 减仓 |
| 19 | RJF | Raymond James Financial INC | -0.3% | -35.36% | 减仓 |
| 20 | CE | Celanese CORP | -0.3% | -32.39% | 减仓 |
| 21 | FIVE | Five Below | -0.3% | -42.33% | 减仓 |
| 22 | UNF | Unifirst Corp/ma | -0.3% | -41.67% | 减仓 |
| 23 | TRU | Transunion | -0.4% | -39.77% | 减仓 |
| 24 | LCII | Lci Industries | -0.4% | -37.92% | 减仓 |
| 25 | SPSC | Sps Commerce INC | -0.4% | -66.88% | 减仓 |
| 26 | QLYS | Qualys INC | -0.4% | -41.37% | 减仓 |
| 27 | MDSOEUR | Medidata Solutions INC | -0.4% | -78.48% | 减仓 |
| 28 | IT | Gartner INC | -0.5% | -56.18% | 减仓 |
| 29 | WSO | Watsco INC | -0.5% | -55.73% | 减仓 |
| 30 | OSK | Oshkosh CORP | -0.8% | -59.93% | 减仓 |
| 31 | LIVN | LivaNova PLC | -0.8% | -59.22% | 减仓 |
| 32 | ALGN | Align Technology INC | -0.9% | -57.89% | 减仓 |
| 33 | MANH | Manhattan Associates INC | — | EXIT | 清仓 |
| 34 | LOPE | Grand Canyon Education INC | — | NEW | 新建仓 |
| 35 | AVY | Avery Dennison CORP | — | NEW | 新建仓 |
| 36 | MKSI | Mks INC | — | NEW | 新建仓 |
| 37 | KWR | Quaker Chemical Corporation | — | NEW | 新建仓 |
| 38 | OII | Oceaneering Intl INC | — | EXIT | 清仓 |
| 39 | ALKS | Alkermes plc | — | NEW | 新建仓 |
| 40 | SDA | Sealed Air CORP | — | NEW | 新建仓 |
| 41 | IBKR | Interactive Brokers Gro-cl A | — | EXIT | 清仓 |
| 42 | AZTA | Azenta INC | — | NEW | 新建仓 |
| 43 | BB | BlackBerry Limited | — | EXIT | 清仓 |
| 44 | HN9 | Hanesbrands INC | — | EXIT | 清仓 |
| 45 | JELD | Jeld-wen Holding INC | — | NEW | 新建仓 |
| 46 | NDAQ | Nasdaq INC | — | EXIT | 清仓 |
| 47 | HP5A | Equity Commonwealth | — | EXIT | 清仓 |
| 48 | BKIEUR | Black Knight INC | — | NEW | 新建仓 |
| 49 | A | Agilent Technologies INC | — | EXIT | 清仓 |
| 50 | SBAC | Sba Communications CORP | — | EXIT | 清仓 |