本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Amerigo Asset Management (CIK 1641891) reported $253.8M across 2 reported positions in its SEC 13F filing for 2018-09-30. Largest positions: AMD ($153.5M, 60.50%), X ($100.3M, 39.50%), WDC ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | $153.5M | 60.50% | 5.0M | Trimmed |
| 2 | X | UNITED STATES STL CORP NEW | $100.3M | 39.50% | 3.3M | Trimmed |
| 3 | WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2018-09-30