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Dynamic Technology Lab Private Ltd

SEC CIK
0001535387
最新申報
2026/8/13

2021 年第 2 季到 2021 年第 3 季的持倉變化

只比多頭部位,依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。

選擇要比較的兩季

新進
584 檔
估計 +$4.24 億
加碼
207 檔
估計 +$1.22 億
減碼
217 檔
估計 −$1.68 億
清倉
652 檔
估計 −$5.21 億

總值從 $9.94 億變成 $8.35 億(−$1.60 億 (−16.1%)),持股從 1,078 檔變成 1,010 檔(−68)。

2021 年第 3 季全部持倉2021 年第 2 季全部持倉

股數、市值、佔組合 % 每一格上面是 2021 年第 3 季,下面灰字是 2021 年第 2 季。兩季之間拆股的股票,2021 年第 2 季的股數先依拆股比例換算再比較。

Dynamic Technology Lab Private Ltd 在 2021 年第 2 季與 2021 年第 3 季的持倉比較
證券動作股數股數變化市值估計買賣佔組合 %比重變化(百分點)
TXNMTXNM Energy Inc加碼歷史399,391342,566+56,825+16.6%$1,976 萬$1,671 萬+$281.2 萬2.4%1.7%+0.69
INFOIHS Markit Ltd.加碼歷史117,267101,818+15,449+15.2%$1,368 萬$1,147 萬+$180.2 萬1.6%1.2%+0.49
CHWYChewy, Inc.加碼歷史73,01214,469+58,543+404.6%$497.3 萬$115.3 萬+$398.7 萬0.6%0.1%+0.48
PPDPPD, Inc.減碼歷史97,012104,214−7,202−6.9%$453.9 萬$480.3 萬−$33.7 萬0.5%0.5%+0.06
NUANNuance Communications, Inc.加碼歷史79,05175,975+3,076+4.0%$435.1 萬$413.6 萬+$16.9 萬0.5%0.4%+0.11
MROMarathon Oil Corp加碼歷史304,576137,941+166,635+120.8%$416.4 萬$187.9 萬+$227.8 萬0.5%0.2%+0.31
ZNGAZynga Inc加碼歷史541,06619,901+521,165+2,618.8%$407.4 萬$21.2 萬+$392.4 萬0.5%<0.1%+0.47
KOCoca Cola Co減碼歷史73,05481,718−8,664−10.6%$383.3 萬$442.2 萬−$45.5 萬0.5%0.4%+0.01
SNOWSnowflake Inc.加碼歷史12,5157,381+5,134+69.6%$378.5 萬$178.5 萬+$155.3 萬0.5%0.2%+0.27
UNHUnitedHealth Group Inc加碼歷史9,6663,859+5,807+150.5%$377.7 萬$154.6 萬+$226.9 萬0.5%0.2%+0.30
ANAutonation, Inc.新進歷史28,6600+28,660$349.0 萬$0+$349.0 萬0.4%0.0%+0.42
Sogou Inc83409V104加碼–389,704215,552+174,152+80.8%$348.8 萬$183.9 萬+$155.9 萬0.4%0.2%+0.23
TPRTapestry, Inc.加碼歷史91,08525,895+65,190+251.7%$337.2 萬$112.6 萬+$241.3 萬0.4%0.1%+0.29
Discovery Inc25470F302新進–138,7400+138,740$336.7 萬$0+$336.7 萬0.4%0.0%+0.40
DISWalt Disney Co加碼歷史19,51013,657+5,853+42.9%$330.1 萬$240.0 萬+$99.0 萬0.4%0.2%+0.15
WPMWheaton Precious Metals Corp.新進歷史86,3610+86,361$324.5 萬$0+$324.5 萬0.4%0.0%+0.39
PAYXPaychex Inc新進歷史28,6990+28,699$322.7 萬$0+$322.7 萬0.4%0.0%+0.39
KLICKulicke & Soffa Industries Inc新進歷史54,7500+54,750$319.1 萬$0+$319.1 萬0.4%0.0%+0.38
AFLAflac Inc加碼歷史61,07333,578+27,495+81.9%$318.4 萬$180.2 萬+$143.3 萬0.4%0.2%+0.20
BKIBlack Knight, Inc.新進歷史43,4800+43,480$313.1 萬$0+$313.1 萬0.4%0.0%+0.38
AMEDAmedisys Inc加碼歷史20,7904,050+16,740+413.3%$310.0 萬$99.2 萬+$249.6 萬0.4%0.1%+0.27
CSCOCisco Systems, Inc.新進歷史56,6980+56,698$308.6 萬$0+$308.6 萬0.4%0.0%+0.37
TROWPrice T Rowe Group Inc新進歷史15,5680+15,568$306.2 萬$0+$306.2 萬0.4%0.0%+0.37
WDAYWorkday, Inc.加碼歷史12,0817,813+4,268+54.6%$301.9 萬$186.5 萬+$106.7 萬0.4%0.2%+0.17
URBNUrban Outfitters Inc加碼歷史100,94330,942+70,001+226.2%$299.7 萬$127.5 萬+$207.8 萬0.4%0.1%+0.23
VSTVistra Corp.新進歷史171,2890+171,289$292.9 萬$0+$292.9 萬0.4%0.0%+0.35
RGLDRoyal Gold Inc新進歷史30,5000+30,500$291.2 萬$0+$291.2 萬0.3%0.0%+0.35
POOLPool Corp新進歷史6,4930+6,493$282.1 萬$0+$282.1 萬0.3%0.0%+0.34
FDSFactset Research Systems Inc加碼歷史7,070710+6,360+895.8%$279.1 萬$23.8 萬+$251.1 萬0.3%<0.1%+0.31
FNFFidelity National Financial, Inc.減碼歷史61,13866,944−5,806−8.7%$277.2 萬$290.9 萬−$26.3 萬0.3%0.3%+0.04
JBLJabil Inc新進歷史47,4200+47,420$276.8 萬$0+$276.8 萬0.3%0.0%+0.33
EMNEastman Chemical Co加碼歷史26,82115,057+11,764+78.1%$270.2 萬$175.8 萬+$118.5 萬0.3%0.2%+0.15
SWKSSkyworks Solutions, Inc.新進歷史16,2910+16,291$268.4 萬$0+$268.4 萬0.3%0.0%+0.32
DFSDiscover Financial Services新進歷史21,6840+21,684$266.4 萬$0+$266.4 萬0.3%0.0%+0.32
SKXSkechers USA Inc加碼歷史62,84013,543+49,297+364.0%$264.7 萬$67.5 萬+$207.7 萬0.3%0.1%+0.25
LYVLive Nation Entertainment, Inc.新進歷史29,0340+29,034$264.6 萬$0+$264.6 萬0.3%0.0%+0.32
CLRContinental Resources, Inc新進歷史56,2700+56,270$259.7 萬$0+$259.7 萬0.3%0.0%+0.31
NCLHNorwegian Cruise Line Holdings Ltd.新進歷史96,8430+96,843$258.7 萬$0+$258.7 萬0.3%0.0%+0.31
AMEAmetek Inc加碼歷史20,80614,697+6,109+41.6%$258.0 萬$196.2 萬+$75.8 萬0.3%0.2%+0.11
TERTeradyne, Inc新進歷史23,3420+23,342$254.8 萬$0+$254.8 萬0.3%0.0%+0.31
PFSIPennyMac Financial Services, Inc.新進歷史40,9270+40,927$250.2 萬$0+$250.2 萬0.3%0.0%+0.30
BTUPeabody Energy Corp加碼歷史168,87850,038+118,840+237.5%$249.8 萬$39.7 萬+$175.8 萬0.3%<0.1%+0.26
NEENextera Energy Inc加碼歷史31,42612,663+18,763+148.2%$246.8 萬$92.8 萬+$147.4 萬0.3%0.1%+0.20
LWLamb Weston Holdings, Inc.加碼歷史39,98612,916+27,070+209.6%$245.4 萬$104.2 萬+$166.1 萬0.3%0.1%+0.19
VOYAVoya Financial, Inc.新進歷史39,9410+39,941$245.2 萬$0+$245.2 萬0.3%0.0%+0.29
ACMAecom新進歷史38,6480+38,648$244.0 萬$0+$244.0 萬0.3%0.0%+0.29
ABTAbbott Laboratories新進歷史20,5370+20,537$242.6 萬$0+$242.6 萬0.3%0.0%+0.29
DDSDillard's, Inc.新進歷史13,9730+13,973$241.1 萬$0+$241.1 萬0.3%0.0%+0.29
BROBrown & Brown, Inc.新進歷史42,9780+42,978$238.3 萬$0+$238.3 萬0.3%0.0%+0.29
FDXFedEx Corp新進歷史10,8060+10,806$237.0 萬$0+$237.0 萬0.3%0.0%+0.28
HLTHilton Worldwide Holdings Inc.加碼歷史17,84214,624+3,218+22.0%$235.7 萬$176.4 萬+$42.5 萬0.3%0.2%+0.11
MUMicron Technology Inc新進歷史33,0900+33,090$234.9 萬$0+$234.9 萬0.3%0.0%+0.28
PINSPinterest, Inc.加碼歷史45,81121,929+23,882+108.9%$233.4 萬$173.1 萬+$121.7 萬0.3%0.2%+0.11
MGAMagna International Inc加碼歷史30,62416,838+13,786+81.9%$230.4 萬$156.0 萬+$103.7 萬0.3%0.2%+0.12
ETNEaton Corp plc新進歷史15,3690+15,369$229.5 萬$0+$229.5 萬0.3%0.0%+0.27
LADLithia Motors Inc加碼歷史7,2194,405+2,814+63.9%$228.9 萬$151.4 萬+$89.2 萬0.3%0.2%+0.12
FICOFair Isaac Corp加碼歷史5,6871,510+4,177+276.6%$226.3 萬$75.9 萬+$166.2 萬0.3%0.1%+0.19
TJXTJX Companies Inc加碼歷史34,18432,607+1,577+4.8%$225.5 萬$219.9 萬+$10.4 萬0.3%0.2%+0.05
DOWDow Inc.新進歷史39,1370+39,137$225.3 萬$0+$225.3 萬0.3%0.0%+0.27
CERNCERNER Corp加碼歷史31,51713,191+18,326+138.9%$222.3 萬$103.1 萬+$129.3 萬0.3%0.1%+0.16
DLBDolby Laboratories, Inc.加碼歷史25,2009,160+16,040+175.1%$221.8 萬$90.0 萬+$141.2 萬0.3%0.1%+0.18
GGGGraco Inc新進歷史31,5500+31,550$220.8 萬$0+$220.8 萬0.3%0.0%+0.26
TREELendingTree, Inc.加碼歷史15,7004,180+11,520+275.6%$219.5 萬$88.6 萬+$161.1 萬0.3%0.1%+0.17
AJRDAerojet Rocketdyne Holdings, Inc.減碼歷史49,673307,518−257,845−83.8%$216.3 萬$1,485 萬−$1,123 萬0.3%1.5%−1.23
OLNOLIN Corp加碼歷史44,69018,850+25,840+137.1%$215.6 萬$87.2 萬+$124.7 萬0.3%0.1%+0.17
WMWaste Management Inc加碼歷史14,4043,505+10,899+311.0%$215.1 萬$49.1 萬+$162.8 萬0.3%<0.1%+0.21
WERNWerner Enterprises Inc新進歷史48,4450+48,445$214.5 萬$0+$214.5 萬0.3%0.0%+0.26
SSNCSS&C Technologies Holdings Inc新進歷史30,7100+30,710$213.1 萬$0+$213.1 萬0.3%0.0%+0.26
PENNPENN Entertainment, Inc.加碼歷史29,2096,755+22,454+332.4%$211.6 萬$51.7 萬+$162.7 萬0.3%0.1%+0.20
PLAYDave & Buster's Entertainment, Inc.減碼歷史55,16676,274−21,108−27.7%$211.5 萬$309.7 萬−$80.9 萬0.3%0.3%−0.06
OXYOccidental Petroleum Corp新進歷史71,3060+71,306$210.9 萬$0+$210.9 萬0.3%0.0%+0.25
WGOWinnebago Industries Inc減碼歷史28,78036,300−7,520−20.7%$208.5 萬$246.7 萬−$54.5 萬0.2%0.2%0.00
MDLZMondelez International, Inc.加碼歷史35,74511,737+24,008+204.5%$208.0 萬$73.3 萬+$139.7 萬0.2%0.1%+0.18
ELEstee Lauder Companies Inc新進歷史6,8990+6,899$206.9 萬$0+$206.9 萬0.2%0.0%+0.25
NEWRNew Relic, Inc.加碼歷史28,6909,860+18,830+191.0%$205.9 萬$66.0 萬+$135.1 萬0.2%0.1%+0.18
XPXP Inc.新進歷史51,2400+51,240$205.8 萬$0+$205.8 萬0.2%0.0%+0.25
HCAHCA Healthcare, Inc.新進歷史8,4700+8,470$205.6 萬$0+$205.6 萬0.2%0.0%+0.25
TELTE Connectivity plc加碼歷史14,9666,152+8,814+143.3%$205.3 萬$83.2 萬+$120.9 萬0.2%0.1%+0.16
LYFTLyft, Inc.新進歷史38,1250+38,125$204.3 萬$0+$204.3 萬0.2%0.0%+0.24
HBANHuntington Bancshares Inc新進歷史131,3810+131,381$203.1 萬$0+$203.1 萬0.2%0.0%+0.24
QRVOQorvo, Inc.新進歷史12,0980+12,098$202.3 萬$0+$202.3 萬0.2%0.0%+0.24
STNEStoneCo Ltd.新進歷史58,2620+58,262$202.3 萬$0+$202.3 萬0.2%0.0%+0.24
MTZMastec Inc加碼歷史23,26721,500+1,767+8.2%$200.7 萬$228.1 萬+$15.2 萬0.2%0.2%+0.01
TRIPTripAdvisor, Inc.新進歷史58,6980+58,698$198.7 萬$0+$198.7 萬0.2%0.0%+0.24
ESEEsco Technologies Inc新進歷史25,5900+25,590$197.0 萬$0+$197.0 萬0.2%0.0%+0.24
AEPAmerican Electric Power Co Inc新進歷史24,2060+24,206$196.5 萬$0+$196.5 萬0.2%0.0%+0.24
DOVDOVER Corp加碼歷史12,6215,182+7,439+143.6%$196.3 萬$78.0 萬+$115.7 萬0.2%0.1%+0.16
NTRNutrien Ltd.加碼歷史30,25113,505+16,746+124.0%$196.1 萬$81.9 萬+$108.6 萬0.2%0.1%+0.15
FBINFortune Brands Innovations, Inc.加碼歷史21,92112,132+9,789+80.7%$196.0 萬$120.8 萬+$87.5 萬0.2%0.1%+0.11
CASYCaseys General Stores Inc減碼歷史10,39011,160−770−6.9%$195.8 萬$217.2 萬−$14.5 萬0.2%0.2%+0.02
KEYSKeysight Technologies, Inc.新進歷史11,7570+11,757$193.2 萬$0+$193.2 萬0.2%0.0%+0.23
First Rep BK San Francisco C33616C100新進–9,9540+9,954$192.0 萬$0+$192.0 萬0.2%0.0%+0.23
SONOSonos Inc加碼歷史59,24432,035+27,209+84.9%$191.7 萬$112.9 萬+$88.0 萬0.2%0.1%+0.12
COUPCoupa Software Inc新進歷史8,7300+8,730$191.3 萬$0+$191.3 萬0.2%0.0%+0.23
IQVIQVIA Holdings Inc.減碼歷史7,9668,032−66−0.8%$190.8 萬$194.6 萬−$1.58 萬0.2%0.2%+0.03
DENDenbury Inc加碼歷史26,91614,530+12,386+85.2%$189.1 萬$111.6 萬+$87.0 萬0.2%0.1%+0.11
MANManpowerGroup Inc.加碼歷史17,4605,792+11,668+201.5%$189.1 萬$68.9 萬+$126.4 萬0.2%0.1%+0.16
BF.BBrown Forman Corp加碼歷史28,1568,404+19,752+235.0%$188.7 萬$63.0 萬+$132.4 萬0.2%0.1%+0.16
TKRTimken Co減碼歷史28,31030,580−2,270−7.4%$185.2 萬$246.5 萬−$14.9 萬0.2%0.2%−0.03
CHNGChange Healthcare Inc.減碼歷史88,267622,040−533,773−85.8%$184.8 萬$1,433 萬−$1,118 萬0.2%1.4%−1.22

估計買賣金額是股數的變化乘上申報隱含的季末價(市值除以股數):新進用這一季的市值,清倉用上一季的市值,只有本金(PRN)的部位算不出來。13F 只有季末的持股,看不出季中的買賣時點與成交價。