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
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP (CIK 1538773) reported $1.03B across 8 reported positions in its SEC 13F filing for 2018-12-31. Largest positions: AABA ($243.8M, 23.72%), T ($223.8M, 21.78%), BABA ($222.4M, 21.64%), NXPI ($91.0M, 8.86%), INCY ($82.8M, 8.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AABA | ALTABA INC | $243.8M | 23.72% | 4.2M | Hold |
| 2 | T | AT&T INC | $223.8M | 21.78% | 7.8M | Added |
| 3 | BABA | ALIBABA GROUP HLDG LTD | $222.4M | 21.64% | 1.6M | New |
| 4 | NXPI | NXP SEMICONDUCTORS N V | $91.0M | 8.86% | 1.2M | Added |
| 5 | INCY | INCYTE CORP | $82.8M | 8.05% | 1.3M | Added |
| 6 | BB | BLACKBERRY LTD | $60.2M | 5.85% | 8.5M | Trimmed |
| 7 | ACHC | ACADIA HEALTHCARE COMPANY IN | $47.6M | 4.63% | 1.9M | New |
| 8 | ILMN | ILLUMINA INC | $38.8M | 3.78% | 0 | Hold |
| 9 | ILMN | ILLUMINA INC | $17.1M | 1.67% | 0 | Hold |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $306,000 | 0.03% | 1 | Hold |
| 11 | SHPG | SHIRE PLC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2018-12-31