Rivulet Capital, LLC
- SEC CIK
- 0001566691
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 18
- 較 2022 年第 1 季 +3
- 總值
- $19.2 億
- 較 2022 年第 1 季 −$4,638 萬 (−2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ATRAptargroup, Inc. | Stock | 1,776,450 | $1.83 億 | 9.5% | −92,750−5.0% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,978,650 | $1.81 億 | 9.4% | −65,900−3.2% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 1,828,250 | $1.63 億 | 8.5% | −61,500−3.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 502,007 | $1.58 億 | 8.2% | −88,250−15.0% | 減碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 799,000 | $1.54 億 | 8.0% | +145,450+22.3% | 加碼 | 歷史 |
| AXTAAxalta Coating Systems Ltd. | COM | 5,629,992 | $1.24 億 | 6.5% | −296,500−5.0% | 減碼 | 歷史 |
| DNBDun & Bradstreet Holdings, Inc. | COM | 7,914,650 | $1.19 億 | 6.2% | −422,300−5.1% | 減碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 685,706 | $1.07 億 | 5.6% | −314,150−31.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 2,515,285 | $9,870 萬 | 5.1% | +636,800+33.9% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 828,200 | $9,163 萬 | 4.8% | −27,100−3.2% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 224,400 | $8,996 萬 | 4.7% | +94,200+72.4% | 加碼 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 758,800 | $8,775 萬 | 4.6% | +258,350+51.6% | 加碼 | 歷史 |
| AVLRAvalara, Inc. | COM | 1,200,600 | $8,476 萬 | 4.4% | +1,200,600 | 新進 | 歷史 |
| CLVTClarivate PLC | ORD SHS | 6,022,400 | $8,347 萬 | 4.3% | +913,400+17.9% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 586,550 | $6,237 萬 | 3.2% | +586,550 | 新進 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 413,050 | $5,061 萬 | 2.6% | −21,600−5.0% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 370,600 | $4,204 萬 | 2.2% | +370,600 | 新進 | 歷史 |
| SEESealed Air Corp | COM | 686,773 | $3,964 萬 | 2.1% | −190,650−21.7% | 減碼 | 歷史 |